Laidlaw 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 |
-2,087
| Closed | -$283K | – | 422 |
|
|
2022
Q1 | $283K | Sell |
2,087
-739
| -26% | -$100K | 0.05% | 312 |
|
|
2021
Q4 | $456K | Sell |
2,826
-392
| -12% | -$63.3K | 0.07% | 239 |
|
|
2021
Q3 | $772K | Buy |
3,218
+810
| +34% | +$194K | 0.2% | 110 |
|
|
2021
Q2 | $587K | Buy |
+2,408
| New | +$587K | 0.15% | 133 |
|
|
2021
Q1 | – | Sell |
-2,287
| Closed | -$498K | – | 375 |
|
|
2020
Q4 | $498K | Buy |
+2,287
| New | +$498K | 0.1% | 192 |
|