Harvest Group Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-39
| Closed | -$8K | – | 754 |
|
|
2020
Q4 | $8K | Buy |
39
+35
| +875% | +$7.18K | ﹤0.01% | 239 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $0 | Sell |
4
-8
| -67% | – | ﹤0.01% | 913 |
|
|
2020
Q1 | $0 | Sell |
12
-90
| -88% | – | ﹤0.01% | 1077 |
|
|
2019
Q4 | $6K | Buy |
102
+1
| +1% | +$59 | 0.01% | 343 |
|
|
2019
Q3 | $6K | Sell |
101
-17
| -14% | -$1.01K | 0.01% | 390 |
|
|
2019
Q2 | $8K | Sell |
118
-9
| -7% | -$610 | 0.01% | 268 |
|
|
2019
Q1 | $10K | Buy |
+127
| New | +$10K | 0.01% | 246 |
|