Laurel Wealth Advisors (North Carolina)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$339 | – | 686 |
|
|
2024
Q1 | $339 | Hold |
4
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $310 | Hold |
4
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $178 | Buy |
+4
| New | +$178 | ﹤0.01% | 570 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 582 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $1K | Sell |
10
-50
| -83% | -$5K | ﹤0.01% | 618 |
|
|
2022
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 426 |
|
|
2021
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $14K | Hold |
60
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $15K | Buy |
60
+50
| +500% | +$12.5K | ﹤0.01% | 416 |
|
|
2021
Q1 | $2K | Sell |
10
-166
| -94% | -$33.2K | ﹤0.01% | 629 |
|
|
2020
Q4 | $38K | Sell |
176
-104
| -37% | -$22.5K | 0.01% | 281 |
|
|
2020
Q3 | $46K | Hold |
280
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $29K | Hold |
280
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $15K | Hold |
280
| – | – | 0.01% | 327 |
|
|
2019
Q4 | $18K | Hold |
280
| – | – | 0.01% | 334 |
|
|
2019
Q3 | $17K | Hold |
280
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $20K | Hold |
280
| – | – | 0.01% | 319 |
|
|
2019
Q1 | $21K | Hold |
280
| – | – | 0.01% | 306 |
|
|
2018
Q4 | $16K | Buy |
+280
| New | +$16K | 0.01% | 315 |
|