Personal Capital Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $278K | Sell |
|
|||||
|
2022
Q3 | $253K | Buy |
|
|||||
|
2022
Q2 | $234K | Sell |
|
|||||
|
2022
Q1 | $662K | Sell |
|
|||||
|
2021
Q4 | $846K | Buy |
|
|||||
|
2021
Q3 | $1.16M | Buy |
|
|||||
|
2021
Q2 | $810K | Buy |
|
|||||
|
2021
Q1 | $691K | Sell |
|
|||||
|
2020
Q4 | $810K | Buy |
|
|||||
|
2020
Q3 | $512K | Sell |
|
|||||
|
2020
Q2 | $359K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $314K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $298K | Buy |
|