Glassman Wealth Services’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $63.2K | Buy |
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|
2023
Q3 | $25.2K | Sell |
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|
2023
Q2 | $45.7K | Sell |
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|
2023
Q1 | $57.1K | Buy |
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|
2022
Q4 | $49.3K | Sell |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $153K | Sell |
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|
2021
Q3 | $243K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $39K | Buy |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $44K | Sell |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $46K | Sell |
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|
2018
Q3 | $81K | Sell |
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|
2018
Q2 | $51K | Buy |
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|
2018
Q1 | $40K | Hold |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $23K | Sell |
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|
2017
Q2 | $154K | Hold |
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|
2017
Q1 | $114K | Buy |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Buy |
|