Landsberg Bennett & Dubbaneh’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $392K | Buy |
1,637
+143
| +10% | +$34.2K | 0.05% | 193 |
|
|
2021
Q2 | $372K | Buy |
1,494
+209
| +16% | +$52K | 0.05% | 203 |
|
|
2021
Q1 | $295K | Buy |
+1,285
| New | +$295K | 0.04% | 218 |
|
|
2020
Q1 | – | Sell |
-5,276
| Closed | -$326K | – | 241 |
|
|
2019
Q4 | $326K | Sell |
5,276
-5,592
| -51% | -$346K | 0.08% | 195 |
|
|
2019
Q3 | $660K | Sell |
10,868
-537
| -5% | -$32.6K | 0.18% | 120 |
|
|
2019
Q2 | $835K | Buy |
+11,405
| New | +$835K | 0.22% | 109 |
|