Parisi Gray Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-326
| Closed | -$79K | – | 580 |
|
|
2021
Q2 | $79K | Buy |
+326
| New | +$79K | 0.03% | 246 |
|
|
2019
Q2 | – | Sell |
-316
| Closed | -$24K | – | 481 |
|
|
2019
Q1 | $24K | Hold |
316
| – | – | 0.02% | 293 |
|
|
2018
Q4 | $18K | Hold |
316
| – | – | 0.01% | 327 |
|
|
2018
Q3 | $31K | Buy |
316
+249
| +372% | +$24.4K | 0.02% | 292 |
|
|
2018
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 524 |
|
|
2018
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 555 |
|
|
2017
Q4 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 621 |
|