Princeton Global Asset Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24
| Closed | -$1K | – | 589 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $1K | Sell |
24
-200
| -89% | -$8.33K | ﹤0.01% | 544 |
|
|
2022
Q1 | $30K | Hold |
224
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $36K | Buy |
+224
| New | +$36K | 0.01% | 286 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$15K | – | 382 |
|
|
2019
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 306 |
|