Horan Securities’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23
| Closed | -$1.53K | – | 704 |
|
|
2023
Q2 | $1.53K | Hold |
23
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $1.58K | Hold |
23
| – | – | ﹤0.01% | 586 |
|
|
2022
Q4 | $1.45K | Hold |
23
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $1K | Sell |
23
-6
| -21% | -$261 | ﹤0.01% | 572 |
|
|
2022
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 586 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 502 |
|
|
2021
Q1 | $0 | Sell |
1
-20
| -95% | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 315 |
|