Mitchell McLeod Pugh & Williams’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 |
-1,500
| Closed | -$203K | – | 233 |
|
|
2022
Q1 | $203K | Hold |
1,500
| – | – | 0.07% | 224 |
|
|
2021
Q4 | $242K | Hold |
1,500
| – | – | 0.08% | 207 |
|
|
2021
Q3 | $360K | Hold |
1,500
| – | – | 0.13% | 168 |
|
|
2021
Q2 | $366K | Hold |
1,500
| – | – | 0.14% | 165 |
|
|
2021
Q1 | $341K | Hold |
1,500
| – | – | 0.14% | 164 |
|
|
2020
Q4 | $326K | Hold |
1,500
| – | – | 0.15% | 161 |
|
|
2020
Q3 | $244K | Buy |
+1,500
| New | +$244K | 0.12% | 173 |
|