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