MOTCO’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-629
| Closed | -$35K | – | 685 |
|
|
2022
Q3 | $35K | Buy |
+629
| New | +$35K | ﹤0.01% | 404 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$3K | – | 773 |
|
|
2020
Q2 | $3K | Sell |
30
-95,212
| -100% | -$9.52M | ﹤0.01% | 523 |
|
|
2020
Q1 | $4.99M | Buy |
95,242
+2,660
| +3% | +$139K | 0.5% | 67 |
|
|
2019
Q4 | $5.79M | Buy |
92,582
+3,034
| +3% | +$190K | 0.49% | 76 |
|
|
2019
Q3 | $5.55M | Buy |
89,548
+89,306
| +36,903% | +$5.53M | 0.5% | 69 |
|
|
2019
Q2 | $18K | Buy |
+242
| New | +$18K | ﹤0.01% | 512 |
|