Paragon Advisors’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 |
-2,163
| Closed | -$349K | – | 88 |
|
|
2021
Q4 | $349K | Sell |
2,163
-4,714
| -69% | -$761K | 0.17% | 61 |
|
|
2021
Q3 | $1.65M | Buy |
6,877
+386
| +6% | +$92.6K | 0.8% | 37 |
|
|
2021
Q2 | $1.58M | Buy |
6,491
+5,101
| +367% | +$1.24M | 0.74% | 40 |
|
|
2021
Q1 | $316K | Buy |
+1,390
| New | +$316K | 0.17% | 72 |
|