Moisand Fitzgerald Tamayo’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8
| Closed | -$538 | – | 636 |
|
|
2024
Q3 | $538 | Hold |
8
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $516 | Hold |
8
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $677 | Buy |
8
+2
| +33% | +$169 | ﹤0.01% | 528 |
|
|
2023
Q4 | $465 | Sell |
6
-3
| -33% | -$233 | ﹤0.01% | 603 |
|
|
2023
Q3 | $399 | Hold |
9
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $600 | Hold |
9
| – | – | ﹤0.01% | 703 |
|
|
2023
Q1 | $618 | Hold |
9
| – | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $566 | Hold |
9
| – | – | ﹤0.01% | 732 |
|
|
2022
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 906 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 579 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$1K | – | 676 |
|
|
2021
Q4 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 375 |
|
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 352 |
|
|
2021
Q1 | $3K | Buy |
13
+3
| +30% | +$692 | ﹤0.01% | 295 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $2K | Buy |
10
+5
| +100% | +$1K | ﹤0.01% | 294 |
|
|
2020
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 299 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 291 |
|