Future Financial Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-850
| Closed | -$57.1K | – | 476 |
|
|
2024
Q3 | $57.1K | Buy |
+850
| New | +$57.1K | 0.04% | 239 |
|
|
2024
Q2 | – | Sell |
-837
| Closed | -$70.8K | – | 493 |
|
|
2024
Q1 | $70.8K | Buy |
+837
| New | +$70.8K | 0.05% | 222 |
|
|
2022
Q2 | – | Sell |
-812
| Closed | -$110K | – | 525 |
|
|
2022
Q1 | $110K | Buy |
812
+12
| +2% | +$1.63K | 0.09% | 168 |
|
|
2021
Q4 | $131K | Buy |
+800
| New | +$131K | 0.1% | 165 |
|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$326K | – | 131 |
|
|
2020
Q4 | $326K | Buy |
+1,500
| New | +$326K | 0.38% | 79 |
|