Kelly Financial Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$3.23K | – | 797 |
|
|
2024
Q2 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $3.87K | Sell |
50
-9
| -15% | -$696 | ﹤0.01% | 504 |
|
|
2023
Q3 | $2.61K | Sell |
59
-41
| -41% | -$1.81K | ﹤0.01% | 526 |
|
|
2023
Q2 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $6.87K | Sell |
100
-5
| -5% | -$343 | ﹤0.01% | 391 |
|
|
2022
Q4 | $6.6K | Hold |
105
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $5.77K | Hold |
105
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $6.45K | Hold |
105
| – | – | ﹤0.01% | 369 |
|
|
2022
Q1 | $14.2K | Sell |
105
-25
| -19% | -$3.39K | 0.01% | 303 |
|
|
2021
Q4 | $21K | Buy |
130
+20
| +18% | +$3.23K | 0.01% | 264 |
|
|
2021
Q3 | $26.4K | Sell |
110
-21,832
| -99% | -$5.24M | 0.01% | 227 |
|
|
2021
Q2 | $90K | Buy |
21,942
+21,852
| +24,280% | +$89.6K | ﹤0.01% | 397 |
|
|
2021
Q1 | $20.4K | Buy |
90
+40
| +80% | +$9.08K | 0.01% | 221 |
|
|
2020
Q4 | $10.9K | Buy |
+50
| New | +$10.9K | 0.01% | 258 |
|
|
2019
Q2 | – | Sell |
-75
| Closed | -$5.62K | – | 520 |
|
|
2019
Q1 | $5.62K | Buy |
+75
| New | +$5.62K | 0.01% | 280 |
|