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 |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $958K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $847K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $651K | Buy |
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|
2019
Q2 | $517K | Sell |
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|
2019
Q1 | $642K | Buy |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $614K | Buy |
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|
2018
Q2 | $321K | Hold |
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|
2018
Q1 | $256K | Buy |
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