Money Concepts Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,291
| Closed | -$458K | – | 3012 |
|
|
2022
Q4 | $458K | Buy |
7,291
+5,211
| +251% | +$327K | 0.02% | 451 |
|
|
2022
Q3 | $114K | Sell |
2,080
-154
| -7% | -$8.44K | 0.01% | 550 |
|
|
2022
Q2 | $143K | Sell |
2,234
-10,485
| -82% | -$671K | 0.01% | 486 |
|
|
2022
Q1 | $1.73M | Buy |
12,719
+7,804
| +159% | +$1.06M | 0.1% | 207 |
|
|
2021
Q4 | $794K | Buy |
+4,915
| New | +$794K | 0.07% | 236 |
|
|
2021
Q1 | $1.94M | Buy |
8,548
+364
| +4% | +$82.7K | 0.16% | 143 |
|
|
2020
Q4 | $1.78M | Buy |
+8,184
| New | +$1.78M | 0.16% | 135 |
|