Menard Financial Group’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 |
-1,698
| Closed | -$230K | – | 134 |
|
|
2022
Q1 | $230K | Buy |
+1,698
| New | +$230K | 0.23% | 121 |
|
|
2021
Q4 | – | Sell |
-3,298
| Closed | -$791K | – | 172 |
|
|
2021
Q3 | $791K | Buy |
3,298
+162
| +5% | +$38.9K | 0.69% | 30 |
|
|
2021
Q2 | $765K | Sell |
3,136
-877
| -22% | -$214K | 0.72% | 34 |
|
|
2021
Q1 | $911K | Sell |
4,013
-302
| -7% | -$68.6K | 0.98% | 24 |
|
|
2020
Q4 | $939K | Buy |
4,315
+1,283
| +42% | +$279K | 1.01% | 25 |
|
|
2020
Q3 | $493K | Buy |
3,032
+804
| +36% | +$131K | 0.57% | 44 |
|
|
2020
Q2 | $234K | Buy |
+2,228
| New | +$234K | 0.29% | 91 |
|