Icon Wealth Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,683
| Closed | -$112K | – | 426 |
|
|
2023
Q2 | $112K | Buy |
1,683
+137
| +9% | +$9.12K | 0.01% | 390 |
|
|
2023
Q1 | $106K | Buy |
+1,546
| New | +$106K | 0.01% | 401 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$4K | – | 805 |
|
|
2019
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 789 |
|
|
2018
Q3 | – | Sell |
-116
| Closed | -$7K | – | 743 |
|
|
2018
Q2 | $7K | Buy |
+116
| New | +$7K | ﹤0.01% | 731 |
|
|
2018
Q1 | – | Sell |
-214
| Closed | -$7K | – | 757 |
|
|
2017
Q4 | $7K | Buy |
+214
| New | +$7K | ﹤0.01% | 747 |
|