Redhawk Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,344
| Closed | -$1.04M | – | 263 |
|
|
2021
Q3 | $1.04M | Buy |
4,344
+695
| +19% | +$167K | 0.29% | 71 |
|
|
2021
Q2 | $890K | Buy |
3,649
+332
| +10% | +$81K | 0.2% | 106 |
|
|
2021
Q1 | $753K | Buy |
3,317
+139
| +4% | +$31.6K | 0.19% | 105 |
|
|
2020
Q4 | $692K | Buy |
+3,178
| New | +$692K | 0.18% | 100 |
|
|
2019
Q3 | – | Sell |
-1,720
| Closed | -$125K | – | 463 |
|
|
2019
Q2 | $125K | Buy |
+1,720
| New | +$125K | 0.05% | 164 |
|