Gleason Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-86
| Closed | -$5.73K | – | 237 |
|
|
2023
Q2 | $5.73K | Sell |
86
-107
| -55% | -$7.12K | ﹤0.01% | 198 |
|
|
2023
Q1 | $13.2K | Sell |
193
-34
| -15% | -$2.33K | ﹤0.01% | 164 |
|
|
2022
Q4 | $14.3K | Hold |
227
| – | – | ﹤0.01% | 157 |
|
|
2022
Q3 | $12K | Hold |
227
| – | – | ﹤0.01% | 165 |
|
|
2022
Q2 | $14K | Hold |
227
| – | – | ﹤0.01% | 161 |
|
|
2022
Q1 | $31K | Sell |
227
-108
| -32% | -$14.7K | 0.01% | 135 |
|
|
2021
Q4 | $54K | Sell |
335
-20
| -6% | -$3.22K | 0.02% | 106 |
|
|
2021
Q3 | $85K | Hold |
355
| – | – | 0.03% | 91 |
|
|
2021
Q2 | $87K | Hold |
355
| – | – | 0.03% | 87 |
|
|
2021
Q1 | $81K | Buy |
355
+120
| +51% | +$27.4K | 0.03% | 86 |
|
|
2020
Q4 | $51K | Hold |
235
| – | – | 0.02% | 96 |
|
|
2020
Q3 | $38K | Hold |
235
| – | – | 0.02% | 98 |
|
|
2020
Q2 | $25K | Sell |
235
-165
| -41% | -$17.6K | 0.02% | 113 |
|
|
2020
Q1 | $21K | Sell |
400
-750
| -65% | -$39.4K | 0.02% | 115 |
|
|
2019
Q4 | $72K | Buy |
+1,150
| New | +$72K | 0.04% | 82 |
|