Oliver Lagore Vanvalin Investment Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-55
| Closed | -$4.65K | – | 833 |
|
|
2024
Q1 | $4.65K | Sell |
55
-35
| -39% | -$2.96K | ﹤0.01% | 514 |
|
|
2023
Q4 | $6.96K | Sell |
90
-397
| -82% | -$30.7K | ﹤0.01% | 470 |
|
|
2023
Q3 | $21.6K | Buy |
487
+361
| +287% | +$16K | 0.01% | 338 |
|
|
2023
Q2 | $8.39K | Sell |
126
-200
| -61% | -$13.3K | ﹤0.01% | 493 |
|
|
2023
Q1 | $22.4K | Sell |
326
-962
| -75% | -$66K | 0.01% | 273 |
|
|
2022
Q4 | $80.9K | Sell |
1,288
-399
| -24% | -$25.1K | 0.05% | 137 |
|
|
2022
Q3 | $93K | Sell |
1,687
-219
| -11% | -$12.1K | 0.06% | 125 |
|
|
2022
Q2 | $117K | Buy |
1,906
+1,187
| +165% | +$72.9K | 0.07% | 119 |
|
|
2022
Q1 | $98K | Buy |
+719
| New | +$98K | 0.07% | 127 |
|