Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $451K | Sell |
7,330
-369
| -5% | -$22.7K | 0.3% | 92 |
|
|
2022
Q1 | $1.04M | Buy |
7,699
+2
| +0% | +$271 | 0.59% | 57 |
|
|
2021
Q4 | $1.24M | Sell |
7,697
-230
| -3% | -$37.1K | 0.68% | 50 |
|
|
2021
Q3 | $1.9M | Sell |
7,927
-370
| -4% | -$88.7K | 1.16% | 30 |
|
|
2021
Q2 | $2.02M | Sell |
8,297
-420
| -5% | -$102K | 1.23% | 26 |
|
|
2021
Q1 | $1.98M | Sell |
8,717
-253
| -3% | -$57.4K | 1.31% | 27 |
|
|
2020
Q4 | $1.95M | Sell |
8,970
-970
| -10% | -$211K | 1.44% | 23 |
|
|
2020
Q3 | $1.62M | Sell |
9,940
-1,820
| -15% | -$296K | 1.36% | 26 |
|
|
2020
Q2 | $1.23M | Sell |
11,760
-220
| -2% | -$23.1K | 1.15% | 32 |
|
|
2020
Q1 | $628K | Buy |
11,980
+610
| +5% | +$32K | 0.74% | 50 |
|
|
2019
Q4 | $716K | Buy |
+11,370
| New | +$716K | 0.62% | 55 |
|