Mariner Independent Advisor Network’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $7.45M | Sell |
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|
2021
Q2 | $7.66M | Buy |
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|
2021
Q1 | $6.59M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $954K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.93M | Sell |
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|
2019
Q2 | $4.24M | Sell |
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|
2019
Q1 | $5.33M | Buy |
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|
2018
Q4 | $3.69M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $12.5M | Buy |
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|
2017
Q4 | $2.02M | Buy |
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