Laurel Wealth Advisors (California)’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$358K	Sell	5,694 -665	-10%	-$41K	0.04%	447
2022 Q3	$349K	Sell	6,359 -15	-0.2%	-$1.06K	0.04%	438
2022 Q2	$391K	Sell	6,374 -693	-10%	-$63.3K	0.04%	418
2022 Q1	$958K	Sell	7,067 -69	-1%	-$8.35K	0.08%	251
2021 Q4	$1.15M	Buy	7,136 +536	+8%	+$116K	0.09%	228
2021 Q3	$1.58M	Sell	6,600 -924	-12%	-$237K	0.29%	72
2021 Q2	$1.83M	Buy	7,524 +86	+1%	+$19.9K	0.24%	100
2021 Q1	$1.69M	Sell	7,438 -64	-0.9%	-$15K	0.26%	92
2020 Q4	$1.63M	Sell	7,502 -253	-3%	-$49.4K	0.24%	96
2020 Q3	$1.26M	Sell	7,755 -315	-4%	-$44.5K	0.21%	117
2020 Q2	$847K	Buy	8,070 +559	+7%	+$42.8K	0.16%	149
2020 Q1	$393K	Sell	7,511 -857	-10%	-$58.6K	0.09%	232
2019 Q4	$523K	Sell	8,368 -2,140	-20%	-$137K	0.09%	239
2019 Q3	$651K	Buy	10,508 +3,375	+47%	+$229K	0.11%	207
2019 Q2	$517K	Sell	7,133 -1,441	-17%	-$101K	0.11%	201
2019 Q1	$642K	Buy	8,574 +353	+4%	+$25.6K	0.16%	149
2018 Q4	$461K	Buy	8,221 +2,018	+33%	+$143K	0.14%	176
2018 Q3	$614K	Buy	6,203 +995	+19%	+$76.7K	0.15%	150
2018 Q2	$321K	Hold	5,208	–	–	0.09%	247
2018 Q1	$256K	Buy	+5,208	New	+$239K	0.08%	270