Hixon Zuercher’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 | – | Sell |
-13,804
| Closed | -$759K | – | 60 |
|
|
2022
Q3 | $759K | Buy |
13,804
+1,716
| +14% | +$94.4K | 0.48% | 45 |
|
|
2022
Q2 | $743K | Buy |
12,088
+992
| +9% | +$61K | 0.48% | 44 |
|
|
2022
Q1 | $1.51M | Buy |
11,096
+2,912
| +36% | +$395K | 0.81% | 40 |
|
|
2021
Q4 | $1.32M | Buy |
8,184
+340
| +4% | +$54.9K | 0.66% | 42 |
|
|
2021
Q3 | $1.88M | Buy |
7,844
+176
| +2% | +$42.2K | 1.1% | 36 |
|
|
2021
Q2 | $1.87M | Buy |
7,668
+703
| +10% | +$171K | 1.12% | 37 |
|
|
2021
Q1 | $1.58M | Buy |
+6,965
| New | +$1.58M | 1.05% | 35 |
|