JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,897
| Closed | -$357K | – | 163 |
|
|
2022
Q1 | $357K | Buy |
2,897
+12
| +0.4% | +$1.48K | 0.07% | 123 |
|
|
2021
Q4 | $414K | Buy |
2,885
+1,983
| +220% | +$285K | 0.08% | 114 |
|
|
2021
Q3 | $216K | Buy |
902
+36
| +4% | +$8.62K | 0.05% | 147 |
|
|
2021
Q2 | $211K | Buy |
+866
| New | +$211K | 0.05% | 150 |
|
|
2021
Q1 | – | Sell |
-874
| Closed | -$208K | – | 152 |
|
|
2020
Q4 | $208K | Buy |
+874
| New | +$208K | 0.05% | 142 |
|