Mariner Independent Advisor Network’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.16M | Buy |
39,200
+9,266
| +31% | +$510K | 0.09% | 219 |
|
|
2022
Q2 | $2.02M | Sell |
29,934
-6,590
| -18% | -$446K | 0.09% | 246 |
|
|
2022
Q1 | $4.93M | Buy |
36,524
+15,953
| +78% | +$2.15M | 0.19% | 131 |
|
|
2021
Q4 | $3.37M | Sell |
20,571
-10,492
| -34% | -$1.72M | 0.16% | 151 |
|
|
2021
Q3 | $7.45M | Sell |
31,063
-345
| -1% | -$82.7K | 0.36% | 69 |
|
|
2021
Q2 | $7.66M | Buy |
31,408
+2,370
| +8% | +$578K | 0.35% | 64 |
|
|
2021
Q1 | $6.59M | Buy |
29,038
+11,503
| +66% | +$2.61M | 0.34% | 63 |
|
|
2020
Q4 | $3.82M | Buy |
17,535
+1,377
| +9% | +$300K | 0.2% | 121 |
|
|
2020
Q3 | $2.63M | Sell |
16,158
-1,446
| -8% | -$235K | 0.22% | 123 |
|
|
2020
Q2 | $2.04M | Sell |
17,604
-2,694
| -13% | -$313K | 0.19% | 131 |
|
|
2020
Q1 | $954K | Sell |
20,298
-612
| -3% | -$28.8K | 0.09% | 219 |
|
|
2019
Q4 | $1.31M | Sell |
20,910
-10,402
| -33% | -$652K | 0.09% | 223 |
|
|
2019
Q3 | $1.93M | Sell |
31,312
-26,706
| -46% | -$1.65M | 0.15% | 165 |
|
|
2019
Q2 | $4.24M | Sell |
58,018
-11,792
| -17% | -$861K | 0.32% | 82 |
|
|
2019
Q1 | $5.33M | Buy |
69,810
+14,041
| +25% | +$1.07M | 0.45% | 52 |
|
|
2018
Q4 | $3.7M | Buy |
+55,769
| New | +$3.7M | 0.33% | 77 |
|
|
2018
Q2 | – | Sell |
-254,152
| Closed | -$12.5M | – | 324 |
|
|
2018
Q1 | $12.5M | Buy |
254,152
+195,841
| +336% | +$9.64M | 0.77% | 30 |
|
|
2017
Q4 | $2.02M | Buy |
+58,311
| New | +$2.02M | 0.21% | 111 |
|