Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q4 | $2.8M | Sell |
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|
2021
Q3 | $6.31M | Buy |
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|
2021
Q2 | $956K | Buy |
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|
2021
Q1 | $879K | Sell |
|
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|
2020
Q4 | $875K | Sell |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $4.43M | Buy |
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|
2019
Q1 | $3.74M | Buy |
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