JWS
XYZ
Juncture Wealth Strategies’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,412
| Closed | -$327K | – | 121 |
|
|
2022
Q1 | $327K | Sell |
2,412
-1,562
| -39% | -$212K | 0.16% | 97 |
|
|
2021
Q4 | $642K | Buy |
3,974
+461
| +13% | +$74.5K | 0.31% | 65 |
|
|
2021
Q3 | $843K | Buy |
3,513
+249
| +8% | +$59.8K | 0.44% | 49 |
|
|
2021
Q2 | $891K | Sell |
3,264
-404
| -11% | -$110K | 0.51% | 45 |
|
|
2021
Q1 | $781K | Sell |
3,668
-2,384
| -39% | -$508K | 0.49% | 49 |
|
|
2020
Q4 | $1.32M | Sell |
6,052
-987
| -14% | -$215K | 0.83% | 26 |
|
|
2020
Q3 | $1.14M | Sell |
7,039
-129
| -2% | -$21K | 0.79% | 27 |
|
|
2020
Q2 | $752K | Sell |
7,168
-302
| -4% | -$31.7K | 0.57% | 43 |
|
|
2020
Q1 | $391K | Sell |
7,470
-140
| -2% | -$7.33K | 0.36% | 66 |
|
|
2019
Q4 | $476K | Buy |
7,610
+162
| +2% | +$10.1K | 0.37% | 68 |
|
|
2019
Q3 | $461K | Buy |
7,448
+710
| +11% | +$43.9K | 0.41% | 63 |
|
|
2019
Q2 | $489K | Buy |
6,738
+460
| +7% | +$33.4K | 0.39% | 67 |
|
|
2019
Q1 | $470K | Buy |
+6,278
| New | +$470K | 0.36% | 77 |
|