Indie Asset Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,620
| Closed | -$220K | – | 129 |
|
|
2022
Q1 | $220K | Buy |
1,620
+165
| +11% | +$22.4K | 0.17% | 118 |
|
|
2021
Q4 | $235K | Sell |
1,455
-25
| -2% | -$4.04K | 0.17% | 114 |
|
|
2021
Q3 | $355K | Sell |
1,480
-50
| -3% | -$12K | 0.29% | 72 |
|
|
2021
Q2 | $373K | Buy |
1,530
+105
| +7% | +$25.6K | 0.3% | 67 |
|
|
2021
Q1 | $324K | Sell |
1,425
-50
| -3% | -$11.4K | 0.37% | 75 |
|
|
2020
Q4 | $321K | Sell |
1,475
-120
| -8% | -$26.1K | 0.37% | 68 |
|
|
2020
Q3 | $259K | Buy |
1,595
+35
| +2% | +$5.68K | 0.32% | 72 |
|
|
2020
Q2 | $217K | Buy |
+1,560
| New | +$217K | 0.27% | 81 |
|