Paradigm Financial Advisors’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 | $1.07M | Sell |
6,640
-425
| -6% | -$68.6K | 0.24% | 74 |
|
|
2021
Q3 | $1.69M | Sell |
7,065
-135
| -2% | -$32.4K | 0.39% | 59 |
|
|
2021
Q2 | $1.76M | Buy |
7,200
+3,108
| +76% | +$758K | 0.39% | 56 |
|
|
2021
Q1 | $929K | Buy |
4,092
+2,145
| +110% | +$487K | 0.23% | 86 |
|
|
2020
Q4 | $424K | Sell |
1,947
-242
| -11% | -$52.7K | 0.11% | 111 |
|
|
2020
Q3 | $356K | Sell |
2,189
-200
| -8% | -$32.5K | 0.1% | 93 |
|
|
2020
Q2 | $251K | Buy |
+2,389
| New | +$251K | 0.08% | 112 |
|
|
2019
Q3 | – | Sell |
-3,535
| Closed | -$256K | – | 131 |
|
|
2019
Q2 | $256K | Hold |
3,535
| – | – | 0.09% | 103 |
|
|
2019
Q1 | $265K | Buy |
+3,535
| New | +$265K | 0.1% | 94 |
|
|
2018
Q4 | – | Sell |
-2,983
| Closed | -$295K | – | 122 |
|
|
2018
Q3 | $295K | Buy |
+2,983
| New | +$295K | 0.12% | 92 |
|