People's United Financial’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 | $549K | Sell |
4,052
-2,929
| -42% | -$397K | 0.02% | 440 |
|
|
2021
Q4 | $1.13M | Sell |
6,981
-1,885
| -21% | -$305K | 0.03% | 339 |
|
|
2021
Q3 | $2.13M | Sell |
8,866
-68
| -0.8% | -$16.3K | 0.05% | 245 |
|
|
2021
Q2 | $2.18M | Sell |
8,934
-636
| -7% | -$155K | 0.05% | 239 |
|
|
2021
Q1 | $2.17M | Buy |
9,570
+246
| +3% | +$55.9K | 0.05% | 229 |
|
|
2020
Q4 | $2.03M | Buy |
9,324
+1,295
| +16% | +$282K | 0.05% | 227 |
|
|
2020
Q3 | $1.31M | Sell |
8,029
-492
| -6% | -$80K | 0.04% | 269 |
|
|
2020
Q2 | $894K | Sell |
8,521
-736
| -8% | -$77.2K | 0.03% | 307 |
|
|
2020
Q1 | $485K | Sell |
9,257
-3,773
| -29% | -$198K | 0.02% | 384 |
|
|
2019
Q4 | $815K | Sell |
13,030
-677
| -5% | -$42.3K | 0.02% | 399 |
|
|
2019
Q3 | $849K | Sell |
13,707
-382
| -3% | -$23.7K | 0.02% | 398 |
|
|
2019
Q2 | $1.02M | Sell |
14,089
-28,032
| -67% | -$2.03M | 0.03% | 390 |
|
|
2019
Q1 | $3.16M | Sell |
42,121
-486
| -1% | -$36.4K | 0.1% | 173 |
|
|
2018
Q4 | $2.39M | Sell |
42,607
-636
| -1% | -$35.7K | 0.08% | 195 |
|
|
2018
Q3 | $4.28M | Buy |
43,243
+1,715
| +4% | +$170K | 0.13% | 137 |
|
|
2018
Q2 | $2.56M | Sell |
41,528
-2,771
| -6% | -$171K | 0.07% | 262 |
|
|
2018
Q1 | $2.18M | Sell |
44,299
-15,108
| -25% | -$743K | 0.07% | 213 |
|
|
2017
Q4 | $2.06M | Buy |
59,407
+24,259
| +69% | +$841K | 0.06% | 234 |
|
|
2017
Q3 | $1.01M | Buy |
35,148
+7,885
| +29% | +$227K | 0.03% | 346 |
|
|
2017
Q2 | $640K | Buy |
27,263
+26,563
| +3,795% | +$624K | 0.02% | 446 |
|
|
2017
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 878 |
|
|
2016
Q4 | $10K | Hold |
700
| – | – | ﹤0.01% | 871 |
|
|
2016
Q3 | $8K | Hold |
700
| – | – | ﹤0.01% | 759 |
|
|
2016
Q2 | $6K | Hold |
700
| – | – | ﹤0.01% | 785 |
|
|
2016
Q1 | $11K | Hold |
700
| – | – | ﹤0.01% | 711 |
|
|
2015
Q4 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 736 |
|