Oxler Private Wealth’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 |
-460
| Closed | -$25.3K | – | 435 |
|
|
2022
Q3 | $25.3K | Buy |
460
+225
| +96% | +$12.4K | 0.01% | 271 |
|
|
2022
Q2 | $14.4K | Buy |
+235
| New | +$14.4K | 0.01% | 196 |
|
|
2021
Q4 | – | Sell |
-1,075
| Closed | -$257K | – | 127 |
|
|
2021
Q3 | $257K | Hold |
1,075
| – | – | 0.11% | 116 |
|
|
2021
Q2 | $262K | Hold |
1,075
| – | – | 0.11% | 116 |
|
|
2021
Q1 | $244K | Hold |
1,075
| – | – | 0.12% | 109 |
|
|
2020
Q4 | $233K | Buy |
+1,075
| New | +$233K | 0.13% | 95 |
|