Kistler-Tiffany Companies’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $102K | Buy |
1,527
+205
| +16% | +$13.6K | 0.02% | 402 |
|
|
2023
Q1 | $90.8K | Sell |
1,322
-2,924
| -69% | -$201K | 0.02% | 363 |
|
|
2022
Q4 | $267K | Sell |
4,246
-1,163
| -22% | -$73.1K | 0.05% | 211 |
|
|
2022
Q3 | $297K | Buy |
5,409
+5
| +0.1% | +$275 | 0.07% | 165 |
|
|
2022
Q2 | $332K | Sell |
5,404
-40
| -0.7% | -$2.46K | 0.07% | 158 |
|
|
2022
Q1 | $738K | Buy |
5,444
+1,325
| +32% | +$180K | 0.14% | 105 |
|
|
2021
Q4 | $665K | Buy |
4,119
+544
| +15% | +$87.8K | 0.13% | 95 |
|
|
2021
Q3 | $857K | Sell |
3,575
-170
| -5% | -$40.8K | 0.19% | 83 |
|
|
2021
Q2 | $913K | Buy |
3,745
+120
| +3% | +$29.3K | 0.21% | 83 |
|
|
2021
Q1 | $823K | Buy |
3,625
+328
| +10% | +$74.5K | 0.21% | 82 |
|
|
2020
Q4 | $718K | Buy |
3,297
+30
| +0.9% | +$6.53K | 0.2% | 77 |
|
|
2020
Q3 | $531K | Sell |
3,267
-126
| -4% | -$20.5K | 0.17% | 88 |
|
|
2020
Q2 | $356K | Buy |
3,393
+768
| +29% | +$80.6K | 0.13% | 101 |
|
|
2020
Q1 | $164K | Hold |
2,625
| – | – | 0.06% | 152 |
|
|
2019
Q4 | $164K | Hold |
2,625
| – | – | 0.06% | 156 |
|
|
2019
Q3 | $163K | Buy |
2,625
+915
| +54% | +$56.8K | 0.06% | 152 |
|
|
2019
Q2 | $124K | Buy |
1,710
+1,535
| +877% | +$111K | 0.05% | 171 |
|
|
2019
Q1 | $13K | Hold |
175
| – | – | 0.01% | 408 |
|
|
2018
Q4 | $10K | Buy |
+175
| New | +$10K | ﹤0.01% | 408 |
|