Schubert & Co’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$1.17K | – | 1587 |
|
|
2023
Q1 | $1.17K | Buy |
17
+15
| +750% | +$1.03K | ﹤0.01% | 1135 |
|
|
2022
Q4 | $126 | Sell |
2
-2
| -50% | -$126 | ﹤0.01% | 1561 |
|
|
2022
Q3 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1620 |
|
|
2022
Q2 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 1623 |
|
|
2022
Q1 | $0 | Buy |
3
+2
| +200% | – | ﹤0.01% | 1385 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1330 |
|