Regal Wealth Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-62
| Closed | -$14K | – | 255 |
|
|
2021
Q1 | $14K | Buy |
62
+50
| +417% | +$11.3K | 0.01% | 164 |
|
|
2020
Q4 | $3K | Sell |
12
-100
| -89% | -$25K | ﹤0.01% | 190 |
|
|
2020
Q3 | $18K | Hold |
112
| – | – | 0.01% | 129 |
|
|
2020
Q2 | $12K | Sell |
112
-200
| -64% | -$21.4K | 0.01% | 141 |
|
|
2020
Q1 | $16K | Buy |
312
+212
| +212% | +$10.9K | 0.02% | 114 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 170 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 148 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 134 |
|
|
2019
Q1 | $7K | Hold |
100
| – | – | 0.01% | 128 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | 0.01% | 129 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | 0.01% | 121 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | 0.01% | 139 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 147 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 155 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 140 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 144 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 144 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 156 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 194 |
|
|
2016
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 205 |
|