Frontier Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $697K | Sell |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $337K | Hold |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $301K | Buy |
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