Madden Securities’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23
| Closed | -$1.45K | – | 386 |
|
|
2022
Q4 | $1.45K | Buy |
+23
| New | +$1.45K | ﹤0.01% | 372 |
|
|
2022
Q1 | – | Sell |
-16,189
| Closed | -$2.62M | – | 137 |
|
|
2021
Q4 | $2.62M | Buy |
16,189
+5,590
| +53% | +$903K | 1.23% | 30 |
|
|
2021
Q3 | $2.54M | Buy |
10,599
+2,495
| +31% | +$598K | 1.38% | 28 |
|
|
2021
Q2 | $1.98M | Buy |
8,104
+3,710
| +84% | +$905K | 1.03% | 32 |
|
|
2021
Q1 | $998K | Buy |
+4,394
| New | +$998K | 0.58% | 48 |
|