Partnervest Advisory Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $585K | Buy |
3,596
+82
| +2% | +$13.3K | 0.19% | 99 |
|
|
2020
Q2 | $369K | Sell |
3,514
-381
| -10% | -$40K | 0.14% | 125 |
|
|
2020
Q1 | $204K | Buy |
3,895
+388
| +11% | +$20.3K | 0.09% | 179 |
|
|
2019
Q4 | $219K | Sell |
3,507
-1,862
| -35% | -$116K | 0.08% | 201 |
|
|
2019
Q3 | $333K | Buy |
5,369
+2,404
| +81% | +$149K | 0.12% | 154 |
|
|
2019
Q2 | $215K | Sell |
2,965
-615
| -17% | -$44.6K | 0.09% | 195 |
|
|
2019
Q1 | $268K | Buy |
+3,580
| New | +$268K | 0.11% | 168 |
|