Pacific Wealth Strategies 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
Q1 | – | Sell |
-6,291
| Closed | -$1.02M | – | 87 |
|
|
2021
Q4 | $1.02M | Sell |
6,291
-1,339
| -18% | -$216K | 0.35% | 54 |
|
|
2021
Q3 | $1.83M | Buy |
7,630
+482
| +7% | +$116K | 0.68% | 40 |
|
|
2021
Q2 | $1.74M | Buy |
7,148
+131
| +2% | +$31.9K | 0.67% | 40 |
|
|
2021
Q1 | $1.59M | Buy |
7,017
+2,725
| +63% | +$619K | 0.67% | 41 |
|
|
2020
Q4 | $1.04M | Buy |
+4,292
| New | +$1.04M | 0.45% | 53 |
|