HoyleCohen’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $577K | Sell |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $2.22K | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $831K | Buy |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $322K | Buy |
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