Patten Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-60
| Closed | -$3K | – | 559 |
|
|
2018
Q4 | $3K | Buy |
60
+30
| +100% | +$1.5K | ﹤0.01% | 524 |
|
|
2018
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 573 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 609 |
|
|
2017
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 623 |
|