Paradigm Financial Advisors’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 | $1.07M | Sell |
|
|||||
|
2021
Q3 | $1.69M | Sell |
|
|||||
|
2021
Q2 | $1.75M | Buy |
|
|||||
|
2021
Q1 | $929K | Buy |
|
|||||
|
2020
Q4 | $424K | Sell |
|
|||||
|
2020
Q3 | $356K | Sell |
|
|||||
|
2020
Q2 | $251K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $256K | Hold |
|
|||||
|
2019
Q1 | $265K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $295K | Buy |
|