Retirement Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $677 | Hold |
8
| – | – | ﹤0.01% | 745 |
|
|
2023
Q4 | $619 | Hold |
8
| – | – | ﹤0.01% | 733 |
|
|
2023
Q3 | $354 | Sell |
8
-16
| -67% | -$708 | ﹤0.01% | 705 |
|
|
2023
Q2 | $1.6K | Sell |
24
-4
| -14% | -$266 | ﹤0.01% | 637 |
|
|
2023
Q1 | $2K | Buy |
28
+16
| +133% | +$1.14K | ﹤0.01% | 614 |
|
|
2022
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 618 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$2K | – | 826 |
|
|
2022
Q2 | $2K | Sell |
32
-84
| -72% | -$5.25K | ﹤0.01% | 653 |
|
|
2022
Q1 | $16K | Buy |
116
+12
| +12% | +$1.66K | 0.01% | 381 |
|
|
2021
Q4 | $17K | Buy |
104
+4
| +4% | +$654 | 0.01% | 366 |
|
|
2021
Q3 | $24K | Hold |
100
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $24K | Sell |
100
-20
| -17% | -$4.8K | 0.01% | 307 |
|
|
2021
Q1 | $27K | Hold |
120
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $29K | Buy |
+120
| New | +$29K | 0.01% | 321 |
|