McKinley Carter Wealth Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,800
| Closed | -$210K | – | 156 |
|
|
2019
Q1 | $210K | Buy |
+2,800
| New | +$210K | 0.06% | 146 |
|
|
2018
Q4 | – | Sell |
-2,800
| Closed | -$277K | – | 159 |
|
|
2018
Q3 | $277K | Buy |
+2,800
| New | +$277K | 0.08% | 139 |
|
|
2018
Q2 | – | Sell |
-2,800
| Closed | -$138K | – | 410 |
|
|
2018
Q1 | $138K | Buy |
+2,800
| New | +$138K | 0.05% | 189 |
|