RWA Wealth Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-275
| Closed | -$17K | – | 724 |
|
|
2018
Q2 | $17K | Hold |
275
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $14K | Sell |
275
-12,477
| -98% | -$635K | ﹤0.01% | 437 |
|
|
2017
Q4 | $442K | Sell |
12,752
-650
| -5% | -$22.5K | 0.05% | 168 |
|
|
2017
Q3 | $386K | Sell |
13,402
-735
| -5% | -$21.2K | 0.04% | 169 |
|
|
2017
Q2 | $332K | Sell |
14,137
-1,637
| -10% | -$38.4K | 0.04% | 153 |
|
|
2017
Q1 | $273K | Buy |
+15,774
| New | +$273K | 0.04% | 162 |
|