Professional Financial 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
Q1 | – | Sell |
-1,384
| Closed | -$224K | – | 528 |
|
|
2021
Q4 | $224K | Buy |
1,384
+224
| +19% | +$36.3K | 0.1% | 97 |
|
|
2021
Q3 | $278K | Buy |
+1,160
| New | +$278K | 0.16% | 76 |
|
|
2021
Q1 | – | Sell |
-1,740
| Closed | -$379K | – | 415 |
|
|
2020
Q4 | $379K | Buy |
1,740
+71
| +4% | +$15.5K | 0.3% | 64 |
|
|
2020
Q3 | $258K | Buy |
+1,669
| New | +$258K | 0.24% | 77 |
|