Next Financial Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $2.37M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $931K | Buy |
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|
2020
Q2 | $508K | Buy |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $520K | Buy |
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|
2019
Q1 | $400K | Sell |
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|
2018
Q4 | $609K | Buy |
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|
2018
Q3 | $553K | Sell |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $519K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $75K | Buy |
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|
2017
Q2 | $25K | Buy |
|