Reilly Financial 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 | $34K | Buy |
213
+9
| +4% | +$1.44K | ﹤0.01% | 472 |
|
|
2021
Q3 | $49K | Hold |
204
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $50K | Buy |
204
+107
| +110% | +$26.2K | ﹤0.01% | 377 |
|
|
2021
Q1 | $22K | Buy |
97
+26
| +37% | +$5.9K | ﹤0.01% | 526 |
|
|
2020
Q4 | $15K | Buy |
71
+55
| +344% | +$11.6K | ﹤0.01% | 556 |
|
|
2020
Q3 | $3K | Sell |
16
-30
| -65% | -$5.63K | ﹤0.01% | 729 |
|
|
2020
Q2 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 716 |
|
|
2019
Q1 | – | Sell |
-280
| Closed | -$16K | – | 1004 |
|
|
2018
Q4 | $16K | Buy |
+280
| New | +$16K | ﹤0.01% | 557 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$6K | – | 1039 |
|
|
2017
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 733 |
|
|
2017
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 782 |
|