PNAA
XYZ
Pictet North America Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,611
| Closed | -$219K | – | 153 |
|
|
2022
Q1 | $219K | Hold |
1,611
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $260K | Hold |
1,611
| – | – | 0.03% | 118 |
|
|
2021
Q3 | $386K | Hold |
1,611
| – | – | 0.04% | 104 |
|
|
2021
Q2 | $393K | Hold |
1,611
| – | – | 0.04% | 106 |
|
|
2021
Q1 | $366K | Hold |
1,611
| – | – | 0.04% | 105 |
|
|
2020
Q4 | $351K | Hold |
1,611
| – | – | 0.04% | 109 |
|
|
2020
Q3 | $262K | Buy |
+1,611
| New | +$262K | 0.04% | 117 |
|
|
2019
Q2 | – | Sell |
-28,020
| Closed | -$2.1M | – | 160 |
|
|
2019
Q1 | $2.1M | Sell |
28,020
-1,471
| -5% | -$110K | 0.31% | 52 |
|
|
2018
Q4 | $1.65M | Buy |
+29,491
| New | +$1.65M | 0.15% | 56 |
|