Lake Point 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 | $1K | Hold |
12
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $2K | Sell |
12
-34
| -74% | -$5.67K | ﹤0.01% | 366 |
|
|
2021
Q3 | $11K | Sell |
46
-30
| -39% | -$7.17K | 0.01% | 159 |
|
|
2021
Q2 | $19K | Buy |
+76
| New | +$19K | 0.01% | 124 |
|
|
2020
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 205 |
|
|
2019
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 408 |
|
|
2019
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 433 |
|
|
2018
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 599 |
|