Mayflower Financial Advisors’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 |
-2,311
| Closed | -$313K | – | 374 |
|
|
2022
Q1 | $313K | Buy |
2,311
+290
| +14% | +$39.3K | 0.04% | 259 |
|
|
2021
Q4 | $326K | Sell |
2,021
-72
| -3% | -$11.6K | 0.04% | 250 |
|
|
2021
Q3 | $532K | Buy |
2,093
+28
| +1% | +$7.12K | 0.07% | 181 |
|
|
2021
Q2 | $503K | Buy |
2,065
+120
| +6% | +$29.2K | 0.07% | 171 |
|
|
2021
Q1 | $442K | Buy |
1,945
+44
| +2% | +$10K | 0.07% | 180 |
|
|
2020
Q4 | $414K | Buy |
+1,901
| New | +$414K | 0.07% | 163 |
|