Retirement Group’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
Q1 | $677 | Hold |
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|
2023
Q4 | $619 | Hold |
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|
2023
Q3 | $354 | Sell |
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|
2023
Q2 | $1.6K | Sell |
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|
2023
Q1 | $2K | Buy |
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|
2022
Q4 | $1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $29K | Buy |
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