MRA Advisory Group’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 |
-1,515
| Closed | -$205K | – | 123 |
|
|
2022
Q1 | $205K | Buy |
1,515
+30
| +2% | +$4.06K | 0.16% | 102 |
|
|
2021
Q4 | $240K | Hold |
1,485
| – | – | 0.19% | 99 |
|
|
2021
Q3 | $356K | Buy |
1,485
+2
| +0.1% | +$479 | 0.3% | 74 |
|
|
2021
Q2 | $362K | Buy |
1,483
+48
| +3% | +$11.7K | 0.31% | 71 |
|
|
2021
Q1 | $326K | Hold |
1,435
| – | – | 0.31% | 70 |
|
|
2020
Q4 | $312K | Buy |
+1,435
| New | +$312K | 0.31% | 70 |
|