Lee Financial’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$310 | – | 851 |
|
|
2023
Q4 | $310 | Sell |
4
-24
| -86% | -$1.86K | ﹤0.01% | 835 |
|
|
2023
Q3 | $1.24K | Hold |
28
| – | – | ﹤0.01% | 759 |
|
|
2023
Q2 | $1.86K | Hold |
28
| – | – | ﹤0.01% | 673 |
|
|
2023
Q1 | $1.92K | Sell |
28
-2
| -7% | -$137 | ﹤0.01% | 680 |
|
|
2022
Q4 | $1.89K | Hold |
30
| – | – | ﹤0.01% | 708 |
|
|
2022
Q3 | $2K | Buy |
30
+6
| +25% | +$400 | ﹤0.01% | 723 |
|
|
2022
Q2 | $1K | Buy |
24
+2
| +9% | +$83 | ﹤0.01% | 832 |
|
|
2022
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 604 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$5K | – | 967 |
|
|
2021
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 474 |
|
|
2018
Q3 | – | Sell |
-33
| Closed | -$2K | – | 750 |
|
|
2018
Q2 | $2K | Sell |
33
-45
| -58% | -$2.73K | ﹤0.01% | 740 |
|
|
2018
Q1 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 654 |
|