Loveless Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $1.95M | Sell |
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|
2020
Q3 | $1.62M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $628K | Buy |
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|
2019
Q4 | $716K | Buy |
|