R.H. Bluestein & Co’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
Q3 | $226K | Sell |
|
|||||
|
2022
Q2 | $288K | Sell |
|
|||||
|
2022
Q1 | $650K | Sell |
|
|||||
|
2021
Q4 | $1.86M | Sell |
|
|||||
|
2021
Q3 | $2.79M | Sell |
|
|||||
|
2021
Q2 | $3.03M | Buy |
|
|||||
|
2021
Q1 | $2.14M | Buy |
|
|||||
|
2020
Q4 | $1.37M | Sell |
|
|||||
|
2020
Q3 | $1.2M | Sell |
|
|||||
|
2020
Q2 | $23M | Buy |
|
|||||
|
2020
Q1 | $567K | Buy |
|
|||||
|
2019
Q4 | $314K | Sell |
|
|||||
|
2019
Q3 | $317K | Hold |
|
|||||
|
2019
Q2 | $371K | Sell |
|
|||||
|
2019
Q1 | $758K | Buy |
|
|||||
|
2018
Q4 | $287K | Sell |
|
|||||
|
2018
Q3 | $2.71M | Buy |
|
|||||
|
2018
Q2 | $898K | Buy |
|
|||||
|
2018
Q1 | $510K | Sell |
|
|||||
|
2017
Q4 | $706K | Sell |
|
|||||
|
2017
Q3 | $6.63M | Sell |
|
|||||
|
2017
Q2 | $6.45M | Buy |
|
|||||
|
2017
Q1 | $408K | Buy |
|
|||||
|
2016
Q4 | $273K | Hold |
|
|||||
|
2016
Q3 | $233K | Hold |
|
|||||
|
2016
Q2 | $181K | Sell |
|
|||||
|
2016
Q1 | $382K | Buy |
|