Guardian Capital Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.06M | Buy |
16,130
+2,900
| +22% | +$191K | 0.1% | 109 |
|
|
2024
Q2 | $851K | Buy |
13,230
+3,300
| +33% | +$212K | 0.09% | 110 |
|
|
2024
Q1 | $730K | Sell |
9,930
-3,325
| -25% | -$244K | 0.08% | 116 |
|
|
2023
Q4 | $919K | Buy |
+13,255
| New | +$919K | 0.1% | 113 |
|
|
2020
Q1 | – | Sell |
-6,500
| Closed | -$443K | – | 162 |
|
|
2019
Q4 | $443K | Sell |
6,500
-1,800
| -22% | -$123K | 0.06% | 126 |
|
|
2019
Q3 | $499K | Buy |
8,300
+4,850
| +141% | +$292K | 0.07% | 117 |
|
|
2019
Q2 | $256K | Buy |
+3,450
| New | +$256K | 0.03% | 147 |
|