Householder Group Estate & Retirement Specialist’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8K | Sell |
95
-406
| -81% | -$34.2K | 0.01% | 399 |
|
|
2024
Q3 | $33K | Sell |
501
-187
| -27% | -$12.3K | 0.01% | 572 |
|
|
2024
Q2 | $44K | Buy |
688
+41
| +6% | +$2.62K | 0.01% | 504 |
|
|
2024
Q1 | $54.7K | Sell |
647
-3,007
| -82% | -$254K | 0.02% | 458 |
|
|
2023
Q4 | $282K | Buy |
3,654
+420
| +13% | +$32.4K | 0.09% | 195 |
|
|
2023
Q3 | $143K | Buy |
+3,234
| New | +$143K | 0.05% | 258 |
|
|
2023
Q1 | $41K | Buy |
+600
| New | +$41K | 0.02% | 479 |
|
|
2022
Q4 | – | Sell |
-511
| Closed | -$28K | – | 1204 |
|
|
2022
Q3 | $28K | Buy |
+511
| New | +$28K | 0.01% | 509 |
|
|
2022
Q1 | – | Sell |
-1,626
| Closed | -$263K | – | 208 |
|
|
2021
Q4 | $263K | Buy |
+1,626
| New | +$263K | 0.1% | 175 |
|