RE Dickinson Investment Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $85K | Hold |
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|
2024
Q3 | $6.71K | Hold |
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|
2024
Q2 | $6.45K | Hold |
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|
2024
Q1 | $8K | Hold |
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|
2023
Q4 | $8K | Hold |
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|
2023
Q3 | $4K | Hold |
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|
2023
Q2 | $7K | Hold |
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|
2023
Q1 | $7K | Hold |
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|
2022
Q4 | $6K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6 | Hold |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $25K | Buy |
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