FourThought Financial’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3K | Sell |
53
-286
| -84% | -$16.2K | ﹤0.01% | 1289 |
|
2022
Q2 | $21K | Sell |
339
-114
| -25% | -$7.06K | ﹤0.01% | 863 |
|
2022
Q1 | $60K | Buy |
453
+163
| +56% | +$21.6K | 0.01% | 610 |
|
2021
Q4 | $47K | Buy |
290
+78
| +37% | +$12.6K | 0.01% | 681 |
|
2021
Q3 | $50K | Buy |
212
+8
| +4% | +$1.89K | 0.01% | 696 |
|
2021
Q2 | $49K | Buy |
204
+14
| +7% | +$3.36K | 0.01% | 713 |
|
2021
Q1 | $43K | Buy |
190
+32
| +20% | +$7.24K | 0.01% | 725 |
|
2020
Q4 | $34K | Buy |
+158
| New | +$34K | 0.01% | 757 |
|