IWA
XYZ
IBEX Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-105
| Closed | -$25K | – | 445 |
|
|
2021
Q3 | $25K | Buy |
+105
| New | +$25K | ﹤0.01% | 308 |
|
|
2019
Q3 | – | Sell |
-564
| Closed | -$40K | – | 370 |
|
|
2019
Q2 | $40K | Buy |
+564
| New | +$40K | 0.01% | 239 |
|
|
2018
Q4 | – | Sell |
-21,227
| Closed | -$2.06M | – | 104 |
|
|
2018
Q3 | $2.06M | Buy |
+21,227
| New | +$2.06M | 0.74% | 59 |
|