Homestead Advisers’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 |
-601
| Closed | -$37.8K | – | 136 |
|
|
2022
Q4 | $37.8K | Sell |
601
-470
| -44% | -$29.5K | ﹤0.01% | 127 |
|
|
2022
Q3 | $59K | Buy |
1,071
+28
| +3% | +$1.54K | ﹤0.01% | 122 |
|
|
2022
Q2 | $64K | Buy |
1,043
+209
| +25% | +$12.8K | ﹤0.01% | 120 |
|
|
2022
Q1 | $113K | Buy |
834
+368
| +79% | +$49.9K | ﹤0.01% | 112 |
|
|
2021
Q4 | $75K | Buy |
466
+111
| +31% | +$17.9K | ﹤0.01% | 121 |
|
|
2021
Q3 | $85K | Buy |
355
+120
| +51% | +$28.7K | ﹤0.01% | 113 |
|
|
2021
Q2 | $57K | Buy |
+235
| New | +$57K | ﹤0.01% | 114 |
|