HWG Holdings’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.48M | Buy |
+19,183
| New | +$1.48M | 0.66% | 27 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$1K | – | 145 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 98 |
|
|
2018
Q4 | $1K | Sell |
15
-52,590
| -100% | -$3.51M | ﹤0.01% | 85 |
|
|
2018
Q3 | $5.21M | Sell |
52,605
-18,840
| -26% | -$1.87M | 3.52% | 10 |
|
|
2018
Q2 | $4.4M | Buy |
71,445
+32,567
| +84% | +$2.01M | 3.65% | 5 |
|
|
2018
Q1 | $1.91M | Buy |
+38,878
| New | +$1.91M | 1.77% | 17 |
|