Next Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1M | Buy |
6,202
+832
| +15% | +$134K | 0.07% | 319 |
|
|
2021
Q3 | $1.29M | Sell |
5,370
-5,221
| -49% | -$1.25M | 0.1% | 221 |
|
|
2021
Q2 | $2.58M | Buy |
10,591
+171
| +2% | +$41.7K | 0.21% | 113 |
|
|
2021
Q1 | $2.37M | Buy |
10,420
+553
| +6% | +$126K | 0.21% | 107 |
|
|
2020
Q4 | $2.15M | Buy |
9,867
+4,142
| +72% | +$901K | 0.21% | 115 |
|
|
2020
Q3 | $931K | Buy |
5,725
+881
| +18% | +$143K | 0.1% | 209 |
|
|
2020
Q2 | $508K | Buy |
4,844
+1,214
| +33% | +$127K | 0.06% | 291 |
|
|
2020
Q1 | $190K | Sell |
3,630
-473
| -12% | -$24.8K | 0.02% | 555 |
|
|
2019
Q4 | $257K | Sell |
4,103
-917
| -18% | -$57.4K | 0.03% | 607 |
|
|
2019
Q3 | $311K | Sell |
5,020
-2,147
| -30% | -$133K | 0.03% | 483 |
|
|
2019
Q2 | $520K | Buy |
7,167
+1,825
| +34% | +$132K | 0.06% | 336 |
|
|
2019
Q1 | $400K | Sell |
5,342
-5,522
| -51% | -$413K | 0.1% | 153 |
|
|
2018
Q4 | $609K | Buy |
10,864
+5,274
| +94% | +$296K | 0.13% | 187 |
|
|
2018
Q3 | $553K | Sell |
5,590
-665
| -11% | -$65.8K | 0.26% | 86 |
|
|
2018
Q2 | $386K | Sell |
6,255
-4,286
| -41% | -$264K | 0.15% | 164 |
|
|
2018
Q1 | $519K | Buy |
+10,541
| New | +$519K | 0.11% | 201 |
|
|
2017
Q4 | – | Sell |
-2,300
| Closed | -$75K | – | 1461 |
|
|
2017
Q3 | $75K | Buy |
2,300
+1,250
| +119% | +$40.8K | 0.02% | 579 |
|
|
2017
Q2 | $25K | Buy |
+1,050
| New | +$25K | 0.01% | 1002 |
|