Lineweaver 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
Q2 | – | Sell |
-3,091
| Closed | -$419K | – | 156 |
|
|
2022
Q1 | $419K | Buy |
3,091
+489
| +19% | +$66.3K | 0.12% | 101 |
|
|
2021
Q4 | $420K | Buy |
2,602
+699
| +37% | +$113K | 0.12% | 94 |
|
|
2021
Q3 | $456K | Buy |
1,903
+225
| +13% | +$53.9K | 0.14% | 86 |
|
|
2021
Q2 | $409K | Buy |
1,678
+308
| +22% | +$75.1K | 0.13% | 77 |
|
|
2021
Q1 | $311K | Buy |
+1,370
| New | +$311K | 0.11% | 88 |
|