HWM
XYZ
Howard Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,058
| Closed | -$259K | – | 105 |
|
|
2024
Q1 | $259K | Hold |
3,058
| – | – | 0.21% | 87 |
|
|
2023
Q4 | $237K | Buy |
+3,058
| New | +$237K | 0.2% | 89 |
|
|
2023
Q3 | – | Sell |
-3,058
| Closed | -$204K | – | 102 |
|
|
2023
Q2 | $204K | Buy |
3,058
+130
| +4% | +$8.65K | 0.18% | 99 |
|
|
2023
Q1 | $201K | Buy |
+2,928
| New | +$201K | 0.17% | 107 |
|
|
2022
Q2 | – | Sell |
-2,928
| Closed | -$397K | – | 136 |
|
|
2022
Q1 | $397K | Buy |
2,928
+20
| +0.7% | +$2.71K | 0.22% | 86 |
|
|
2021
Q4 | $469K | Sell |
2,908
-104
| -3% | -$16.8K | 0.25% | 85 |
|
|
2021
Q3 | $722K | Hold |
3,012
| – | – | 0.4% | 64 |
|
|
2021
Q2 | $734K | Buy |
3,012
+10
| +0.3% | +$2.44K | 0.4% | 63 |
|
|
2021
Q1 | $681K | Buy |
3,002
+80
| +3% | +$18.1K | 0.4% | 65 |
|
|
2020
Q4 | $635K | Buy |
2,922
+39
| +1% | +$8.48K | 0.4% | 63 |
|
|
2020
Q3 | $468K | Buy |
2,883
+2
| +0.1% | +$325 | 0.33% | 71 |
|
|
2020
Q2 | $302K | Buy |
+2,881
| New | +$302K | 0.25% | 88 |
|
|
2020
Q1 | – | Sell |
-3,305
| Closed | -$206K | – | 522 |
|
|
2019
Q4 | $206K | Buy |
+3,305
| New | +$206K | 0.17% | 94 |
|