Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$12.9K | – | 326 |
|
|
2024
Q2 | $12.9K | Sell |
200
-85
| -30% | -$5.48K | 0.01% | 203 |
|
|
2024
Q1 | $24.1K | Hold |
285
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $22K | Hold |
285
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $12.6K | Hold |
285
| – | – | 0.01% | 185 |
|
|
2023
Q2 | $19K | Hold |
285
| – | – | 0.01% | 162 |
|
|
2023
Q1 | $19.6K | Hold |
285
| – | – | 0.01% | 152 |
|
|
2022
Q4 | $17.9K | Hold |
285
| – | – | 0.01% | 162 |
|
|
2022
Q3 | $16K | Buy |
+285
| New | +$16K | 0.01% | 165 |
|