Liberty Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-220
| Closed | -$52K | – | 1147 |
|
|
2021
Q3 | $52K | Buy |
220
+210
| +2,100% | +$49.6K | 0.02% | 419 |
|
|
2021
Q2 | $2K | Sell |
10
-43
| -81% | -$8.6K | ﹤0.01% | 954 |
|
|
2021
Q1 | $11K | Hold |
53
| – | – | 0.01% | 583 |
|
|
2020
Q4 | $11K | Buy |
53
+2
| +4% | +$415 | 0.01% | 578 |
|
|
2020
Q3 | $8K | Hold |
51
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 630 |
|
|
2020
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 706 |
|
|
2019
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 749 |
|
|
2019
Q3 | $3K | Sell |
51
-130
| -72% | -$7.65K | ﹤0.01% | 715 |
|
|
2019
Q2 | $13K | Hold |
181
| – | – | 0.01% | 479 |
|
|
2019
Q1 | $13K | Hold |
181
| – | – | 0.01% | 401 |
|
|
2018
Q4 | $10K | Buy |
+181
| New | +$10K | 0.01% | 435 |
|