RE Dickinson Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $85K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2024
Q3 | $6.71K | Hold |
100
| – | – | ﹤0.01% | 176 |
|
|
2024
Q2 | $6.45K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2024
Q1 | $8K | Hold |
100
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $8K | Hold |
100
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 187 |
|
|
2022
Q2 | $6 | Hold |
100
| – | – | ﹤0.01% | 196 |
|
|
2022
Q1 | $14K | Sell |
100
-54
| -35% | -$7.56K | 0.01% | 161 |
|
|
2021
Q4 | $25K | Buy |
+154
| New | +$25K | 0.02% | 124 |
|