Lenox Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $25K | Buy |
202
+163
| +418% | +$20.2K | ﹤0.01% | 350 |
|
|
2021
Q4 | $6K | Buy |
39
+13
| +50% | +$2K | ﹤0.01% | 587 |
|
|
2021
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 539 |
|
|
2021
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 483 |
|
|
2020
Q2 | – | Sell |
-207
| Closed | -$11K | – | 819 |
|
|
2020
Q1 | $11K | Buy |
207
+134
| +184% | +$7.12K | ﹤0.01% | 336 |
|
|
2019
Q4 | $5K | Buy |
73
+60
| +462% | +$4.11K | ﹤0.01% | 491 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $1K | Sell |
13
-198
| -94% | -$15.2K | ﹤0.01% | 398 |
|
|
2019
Q1 | $16K | Buy |
+211
| New | +$16K | ﹤0.01% | 229 |
|