Laurie J. Hall Trustee’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$2K | – | 278 |
|
|
2023
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 253 |
|
|
2022
Q4 | – | Sell |
-220
| Closed | -$12K | – | 320 |
|
|
2022
Q3 | $12K | Hold |
220
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $14K | Sell |
220
-220
| -50% | -$14K | 0.01% | 247 |
|
|
2022
Q1 | $60K | Hold |
440
| – | – | 0.02% | 173 |
|
|
2021
Q4 | $71K | Hold |
440
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $106K | Hold |
440
| – | – | 0.04% | 145 |
|
|
2021
Q2 | $107K | Hold |
440
| – | – | 0.04% | 145 |
|
|
2021
Q1 | $100K | Sell |
440
-50
| -10% | -$11.4K | 0.04% | 155 |
|
|
2020
Q4 | $107K | Buy |
490
+190
| +63% | +$41.5K | 0.04% | 148 |
|
|
2020
Q3 | $49K | Buy |
+300
| New | +$49K | 0.02% | 178 |
|
|
2019
Q4 | $19K | Hold |
300
| – | – | 0.01% | 240 |
|
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2019
Q2 | $22K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $22K | Hold |
300
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $23K | Buy |
+300
| New | +$23K | 0.01% | 214 |
|