Sandbox Financial Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$303K | – | 115 |
|
|
2021
Q4 | $303K | Sell |
1,875
-44
| -2% | -$7.11K | 0.19% | 69 |
|
|
2021
Q3 | $460K | Sell |
1,919
-6
| -0.3% | -$1.44K | 0.33% | 40 |
|
|
2021
Q2 | $469K | Buy |
1,925
+214
| +13% | +$52.1K | 0.35% | 38 |
|
|
2021
Q1 | $405K | Buy |
1,711
+98
| +6% | +$23.2K | 0.33% | 39 |
|
|
2020
Q4 | $351K | Buy |
+1,613
| New | +$351K | 0.32% | 43 |
|