Hazlett, Burt & Watson’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$3K | – | 784 |
|
|
2024
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 662 |
|
|
2024
Q2 | $3K | Sell |
50
-110
| -69% | -$6.6K | ﹤0.01% | 644 |
|
|
2024
Q1 | $13K | Hold |
160
| – | – | 0.01% | 493 |
|
|
2023
Q4 | $13K | Sell |
160
-158
| -50% | -$12.8K | 0.01% | 471 |
|
|
2023
Q3 | $15K | Buy |
318
+125
| +65% | +$5.9K | 0.01% | 453 |
|
|
2023
Q2 | $12K | Sell |
193
-40
| -17% | -$2.49K | 0.01% | 465 |
|
|
2023
Q1 | $16K | Hold |
233
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $15K | Hold |
233
| – | – | 0.01% | 426 |
|
|
2022
Q3 | $13K | Sell |
233
-225
| -49% | -$12.6K | 0.01% | 431 |
|
|
2022
Q2 | $28K | Sell |
458
-138
| -23% | -$8.44K | 0.03% | 340 |
|
|
2022
Q1 | $81K | Buy |
+596
| New | +$81K | 0.06% | 231 |
|