Gofen & Glossberg’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
Q4
$280K Sell
2022
Q3
$252K Hold
2022
Q2
$282K Hold
2022
Q1
$622K Buy
2021
Q4
$711K Sell
2021
Q3
$1.13M Buy
2021
Q2
$891K Hold
2021
Q1
$830K Buy
2020
Q4
$730K Hold
2020
Q3
$545K Buy
2020
Q2
$252K Buy
2019
Q4
Sell
2019
Q3
$240K Hold
2019
Q2
$281K Hold
2019
Q1
$290K Hold
2018
Q4
$217K Hold
2018
Q3
$383K Buy