Homrich & Berg’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.66M | Hold |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $643K | Buy |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $462K | Hold |
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|
2019
Q3 | $457K | Hold |
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|
2019
Q2 | $535K | Hold |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $413K | Sell |
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|
2018
Q3 | $760K | Hold |
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|
2018
Q2 | $473K | Buy |
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|
2018
Q1 | $359K | Buy |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $202K | Buy |
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