Mach-1 Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,514
| Closed | -$736K | – | 228 |
|
|
2023
Q4 | $736K | Buy |
+9,514
| New | +$736K | 0.28% | 83 |
|
|
2023
Q2 | – | Sell |
-105
| Closed | -$4.33M | – | 366 |
|
|
2023
Q1 | $4.33M | Buy |
+105
| New | +$4.33M | 0.03% | 184 |
|
|
2022
Q4 | – | Sell |
-145
| Closed | -$7K | – | 489 |
|
|
2022
Q3 | $7K | Hold |
145
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $8K | Buy |
145
+103
| +245% | +$5.68K | 0.01% | 269 |
|
|
2022
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 150 |
|
|
2021
Q4 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 149 |
|
|
2021
Q3 | – | Sell |
-42
| Closed | -$10K | – | 140 |
|
|
2021
Q2 | $10K | Hold |
42
| – | – | 0.01% | 84 |
|
|
2021
Q1 | $9K | Sell |
42
-5,383
| -99% | -$1.15M | 0.01% | 117 |
|
|
2020
Q4 | $1.18M | Buy |
+5,425
| New | +$1.18M | 1.3% | 22 |
|