Jackson Grant Investment Advisers’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23
| Closed | -$1.54K | – | 408 |
|
|
2024
Q3 | $1.54K | Buy |
+23
| New | +$1.54K | ﹤0.01% | 388 |
|
|
2022
Q3 | – | Sell |
-265
| Closed | -$16K | – | 354 |
|
|
2022
Q2 | $16K | Hold |
265
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $36K | Buy |
+265
| New | +$36K | 0.02% | 234 |
|
|
2021
Q4 | – | Sell |
-340
| Closed | -$82K | – | 354 |
|
|
2021
Q3 | $82K | Hold |
340
| – | – | 0.04% | 164 |
|
|
2021
Q2 | $83K | Hold |
340
| – | – | 0.04% | 160 |
|
|
2021
Q1 | $77K | Buy |
340
+25
| +8% | +$5.66K | 0.04% | 161 |
|
|
2020
Q4 | $69K | Buy |
315
+265
| +530% | +$58K | 0.04% | 158 |
|
|
2020
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
|
2020
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 212 |
|