Marshall Financial Group (Maryland)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,030
| Closed | -$256K | – | 197 |
|
|
2024
Q1 | $256K | Hold |
3,030
| – | – | 0.07% | 157 |
|
|
2023
Q4 | $234K | Buy |
+3,030
| New | +$234K | 0.08% | 159 |
|
|
2023
Q3 | – | Sell |
-3,030
| Closed | -$202K | – | 178 |
|
|
2023
Q2 | $202K | Sell |
3,030
-95
| -3% | -$6.32K | 0.07% | 169 |
|
|
2023
Q1 | $215K | Buy |
+3,125
| New | +$215K | 0.08% | 163 |
|