MAWCM
XYZ
Mine & Arao Wealth Creation & Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$84.6K | – | 380 |
|
|
2024
Q1 | $84.6K | Hold |
1,000
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $77.4K | Sell |
1,000
-13
| -1% | -$1.01K | 0.04% | 119 |
|
|
2023
Q3 | $44.8K | Hold |
1,013
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $67.4K | Hold |
1,013
| – | – | 0.04% | 125 |
|
|
2023
Q1 | $69.5K | Hold |
1,013
| – | – | 0.04% | 122 |
|
|
2022
Q4 | $63.7K | Hold |
1,013
| – | – | 0.05% | 123 |
|
|
2022
Q3 | $56K | Hold |
1,013
| – | – | 0.04% | 129 |
|
|
2022
Q2 | $62K | Hold |
1,013
| – | – | 0.04% | 127 |
|
|
2022
Q1 | $137K | Hold |
1,013
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $164K | Buy |
1,013
+100
| +11% | +$16.2K | 0.09% | 82 |
|
|
2021
Q3 | $219K | Hold |
913
| – | – | 0.13% | 67 |
|
|
2021
Q2 | $223K | Hold |
913
| – | – | 0.13% | 66 |
|
|
2021
Q1 | $207K | Buy |
913
+13
| +1% | +$2.95K | 0.14% | 68 |
|
|
2020
Q4 | $196K | Hold |
900
| – | – | 0.14% | 62 |
|
|
2020
Q3 | $146K | Hold |
900
| – | – | 0.12% | 67 |
|
|
2020
Q2 | $94K | Hold |
900
| – | – | 0.09% | 83 |
|
|
2020
Q1 | $47K | Hold |
900
| – | – | 0.05% | 105 |
|
|
2019
Q4 | $56K | Buy |
+900
| New | +$56K | 0.05% | 117 |
|