Ignite Planners’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 | – | Sell |
-14,179
| Closed | -$605K | – | 342 |
|
|
2023
Q3 | $605K | Sell |
14,179
-660
| -4% | -$28.1K | 0.18% | 139 |
|
|
2023
Q2 | $998K | Sell |
14,839
-375
| -2% | -$25.2K | 0.38% | 59 |
|
|
2023
Q1 | $1.01M | Sell |
15,214
-524
| -3% | -$34.8K | 0.41% | 64 |
|
|
2022
Q4 | $1.32M | Buy |
15,738
+1,402
| +10% | +$118K | 0.55% | 41 |
|
|
2022
Q3 | $799K | Sell |
14,336
-157
| -1% | -$8.75K | 0.64% | 44 |
|
|
2022
Q2 | $994K | Sell |
14,493
-815
| -5% | -$55.9K | 0.82% | 27 |
|
|
2022
Q1 | $1.57M | Sell |
15,308
-1,309
| -8% | -$134K | 1.05% | 18 |
|
|
2021
Q4 | $2.2M | Buy |
+16,617
| New | +$2.2M | 1.43% | 8 |
|