Greytown Advisors’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 |
-1,851
| Closed | -$251K | – | 113 |
|
|
2022
Q1 | $251K | Sell |
1,851
-78
| -4% | -$10.6K | 0.12% | 97 |
|
|
2021
Q4 | $312K | Sell |
1,929
-66
| -3% | -$10.7K | 0.13% | 90 |
|
|
2021
Q3 | $478K | Buy |
1,995
+19
| +1% | +$4.55K | 0.21% | 75 |
|
|
2021
Q2 | $482K | Buy |
1,976
+120
| +6% | +$29.3K | 0.23% | 66 |
|
|
2021
Q1 | $421K | Buy |
1,856
+150
| +9% | +$34K | 0.21% | 69 |
|
|
2020
Q4 | $371K | Buy |
1,706
+60
| +4% | +$13K | 0.26% | 63 |
|
|
2020
Q3 | $268K | Buy |
+1,646
| New | +$268K | 0.22% | 69 |
|