Laurel Wealth Advisors (California)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $358K | Sell |
5,694
-665
| -10% | -$41.8K | 0.04% | 447 |
|
|
2022
Q3 | $349K | Sell |
6,359
-15
| -0.2% | -$823 | 0.04% | 438 |
|
|
2022
Q2 | $391K | Sell |
6,374
-693
| -10% | -$42.5K | 0.04% | 418 |
|
|
2022
Q1 | $958K | Sell |
7,067
-69
| -1% | -$9.35K | 0.08% | 251 |
|
|
2021
Q4 | $1.15M | Buy |
7,136
+536
| +8% | +$86.6K | 0.09% | 228 |
|
|
2021
Q3 | $1.58M | Sell |
6,600
-924
| -12% | -$222K | 0.29% | 72 |
|
|
2021
Q2 | $1.84M | Buy |
7,524
+86
| +1% | +$21K | 0.24% | 100 |
|
|
2021
Q1 | $1.69M | Sell |
7,438
-64
| -0.9% | -$14.5K | 0.26% | 92 |
|
|
2020
Q4 | $1.63M | Sell |
7,502
-253
| -3% | -$55.1K | 0.24% | 96 |
|
|
2020
Q3 | $1.26M | Sell |
7,755
-315
| -4% | -$51.2K | 0.21% | 117 |
|
|
2020
Q2 | $847K | Buy |
8,070
+559
| +7% | +$58.7K | 0.16% | 149 |
|
|
2020
Q1 | $393K | Sell |
7,511
-857
| -10% | -$44.8K | 0.09% | 228 |
|
|
2019
Q4 | $523K | Sell |
8,368
-2,140
| -20% | -$134K | 0.09% | 229 |
|
|
2019
Q3 | $651K | Buy |
10,508
+3,375
| +47% | +$209K | 0.11% | 206 |
|
|
2019
Q2 | $517K | Sell |
7,133
-1,441
| -17% | -$104K | 0.11% | 196 |
|
|
2019
Q1 | $642K | Buy |
8,574
+353
| +4% | +$26.4K | 0.16% | 147 |
|
|
2018
Q4 | $461K | Buy |
8,221
+2,018
| +33% | +$113K | 0.14% | 173 |
|
|
2018
Q3 | $614K | Buy |
6,203
+995
| +19% | +$98.5K | 0.15% | 147 |
|
|
2018
Q2 | $321K | Hold |
5,208
| – | – | 0.09% | 247 |
|
|
2018
Q1 | $256K | Buy |
+5,208
| New | +$256K | 0.08% | 270 |
|