Mark Sheptoff Financial Planning’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$27K | – | 440 |
|
|
2022
Q1 | $27K | Sell |
200
-235
| -54% | -$31.7K | 0.01% | 225 |
|
|
2021
Q4 | $70K | Hold |
435
| – | – | 0.03% | 156 |
|
|
2021
Q3 | $104K | Hold |
435
| – | – | 0.06% | 139 |
|
|
2021
Q2 | $106K | Buy |
435
+235
| +118% | +$57.3K | 0.06% | 136 |
|
|
2021
Q1 | $45K | Hold |
200
| – | – | 0.03% | 172 |
|
|
2020
Q4 | $44K | Hold |
200
| – | – | 0.03% | 170 |
|
|
2020
Q3 | $33K | Buy |
+200
| New | +$33K | 0.02% | 166 |
|