MWA
XYZ
MFA Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-236
| Closed | -$15.8K | – | 412 |
|
|
2024
Q3 | $15.8K | Sell |
236
-31
| -12% | -$2.08K | ﹤0.01% | 287 |
|
|
2024
Q2 | $17.2K | Buy |
+267
| New | +$17.2K | ﹤0.01% | 280 |
|
|
2020
Q3 | – | Sell |
-631
| Closed | -$66.2K | – | 243 |
|
|
2020
Q2 | $66.2K | Sell |
631
-40,079
| -98% | -$4.21M | 0.04% | 64 |
|
|
2020
Q1 | $2.12M | Buy |
+40,710
| New | +$2.12M | 2.06% | 18 |
|