Phoenix Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,900
| Closed | -$363K | – | 120 |
|
|
2022
Q2 | $363K | Sell |
5,900
-682
| -10% | -$42K | 0.36% | 66 |
|
|
2022
Q1 | $848K | Buy |
6,582
+3,051
| +86% | +$393K | 0.88% | 28 |
|
|
2021
Q4 | $570K | Sell |
3,531
-408
| -10% | -$65.9K | 0.43% | 57 |
|
|
2021
Q3 | $945K | Sell |
3,939
-883
| -18% | -$212K | 0.71% | 36 |
|
|
2021
Q2 | $1.19M | Sell |
4,822
-3,150
| -40% | -$777K | 0.86% | 32 |
|
|
2021
Q1 | $1.83M | Buy |
7,972
+531
| +7% | +$122K | 1.42% | 29 |
|
|
2020
Q4 | $1.62M | Buy |
+7,441
| New | +$1.62M | 1.23% | 30 |
|