Janiczek Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.74K | Hold |
120
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $10.2K | Hold |
120
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $9.28K | Buy |
120
+105
| +700% | +$8.12K | ﹤0.01% | 672 |
|
|
2023
Q3 | $664 | Hold |
15
| – | – | ﹤0.01% | 954 |
|
|
2023
Q2 | $999 | Hold |
15
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $961 | Sell |
15
-3
| -17% | -$192 | ﹤0.01% | 851 |
|
|
2022
Q4 | $1.29K | Sell |
18
-100
| -85% | -$7.18K | ﹤0.01% | 830 |
|
|
2022
Q3 | $7K | Buy |
118
+100
| +556% | +$5.93K | ﹤0.01% | 619 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 923 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 800 |
|
|
2021
Q3 | $4K | Buy |
18
+3
| +20% | +$667 | ﹤0.01% | 746 |
|
|
2021
Q2 | $4K | Sell |
15
-3
| -17% | -$800 | ﹤0.01% | 709 |
|
|
2021
Q1 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 685 |
|