Heritage Wealth Management (Arizona)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $54.5K | Buy |
868
+408
| +89% | +$25.6K | 0.01% | 488 |
|
|
2022
Q3 | $25K | Sell |
460
-126
| -22% | -$6.85K | 0.01% | 499 |
|
|
2022
Q2 | $36K | Hold |
586
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $79K | Buy |
+586
| New | +$79K | 0.02% | 404 |
|
|
2021
Q3 | $188K | Sell |
782
-241
| -24% | -$57.9K | 0.07% | 229 |
|
|
2021
Q2 | $249K | Sell |
1,023
-1,588
| -61% | -$387K | 0.09% | 190 |
|
|
2021
Q1 | $593K | Buy |
+2,611
| New | +$593K | 0.33% | 65 |
|