Sargent Bickham Lagudis’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.5K | Sell |
246
-8
| -3% | -$503 | ﹤0.01% | 656 |
|
|
2022
Q3 | $14K | Sell |
254
-62
| -20% | -$3.42K | ﹤0.01% | 646 |
|
|
2022
Q2 | $20K | Buy |
316
+25
| +9% | +$1.58K | ﹤0.01% | 596 |
|
|
2022
Q1 | $40K | Buy |
291
+23
| +9% | +$3.16K | ﹤0.01% | 496 |
|
|
2021
Q4 | $43K | Buy |
268
+25
| +10% | +$4.01K | ﹤0.01% | 479 |
|
|
2021
Q3 | $58K | Buy |
243
+80
| +49% | +$19.1K | ﹤0.01% | 420 |
|
|
2021
Q2 | $40K | Buy |
163
+95
| +140% | +$23.3K | ﹤0.01% | 492 |
|
|
2021
Q1 | $15K | Sell |
68
-18
| -21% | -$3.97K | ﹤0.01% | 634 |
|
|
2020
Q4 | $19K | Hold |
86
| – | – | ﹤0.01% | 566 |
|
|
2020
Q3 | $14K | Hold |
86
| – | – | ﹤0.01% | 554 |
|
|
2020
Q2 | $9K | Sell |
86
-100
| -54% | -$10.5K | ﹤0.01% | 598 |
|
|
2020
Q1 | $10K | Buy |
186
+55
| +42% | +$2.96K | ﹤0.01% | 561 |
|
|
2019
Q4 | $8K | Hold |
131
| – | – | ﹤0.01% | 646 |
|
|
2019
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $10K | Hold |
131
| – | – | ﹤0.01% | 595 |
|
|
2019
Q1 | $10K | Hold |
131
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $7K | Hold |
131
| – | – | ﹤0.01% | 629 |
|
|
2018
Q3 | $13K | Hold |
131
| – | – | ﹤0.01% | 572 |
|
|
2018
Q2 | $8K | Buy |
131
+86
| +191% | +$5.25K | ﹤0.01% | 619 |
|
|
2018
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 760 |
|
|
2017
Q3 | – | Sell |
-89
| Closed | -$2K | – | 842 |
|
|
2017
Q2 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 732 |
|