High Net Worth Advisory Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$6.28K | – | 605 |
|
|
2022
Q4 | $6.28K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | 0.01% | 493 |
|
|
2021
Q4 | $16K | Buy |
+100
| New | +$16K | 0.01% | 497 |
|