GM Advisory Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,332
| Closed | -$723K | – | 204 |
|
|
2022
Q1 | $723K | Buy |
5,332
+1,142
| +27% | +$155K | 0.09% | 107 |
|
|
2021
Q4 | $677K | Sell |
4,190
-1,622
| -28% | -$262K | 0.06% | 114 |
|
|
2021
Q3 | $1.39M | Sell |
5,812
-214
| -4% | -$51.3K | 0.14% | 76 |
|
|
2021
Q2 | $1.47M | Buy |
6,026
+606
| +11% | +$148K | 0.15% | 78 |
|
|
2021
Q1 | $1.23M | Buy |
5,420
+1,262
| +30% | +$287K | 0.15% | 71 |
|
|
2020
Q4 | $905K | Sell |
4,158
-336
| -7% | -$73.1K | 0.12% | 76 |
|
|
2020
Q3 | $730K | Buy |
4,494
+500
| +13% | +$81.2K | 0.11% | 79 |
|
|
2020
Q2 | $419K | Sell |
3,994
-100
| -2% | -$10.5K | 0.08% | 111 |
|
|
2020
Q1 | $214K | Buy |
+4,094
| New | +$214K | 0.06% | 112 |
|