Selective Wealth Management’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 | – | Sell |
-250
| Closed | -$14K | – | 760 |
|
|
2022
Q3 | $14K | Sell |
250
-300
| -55% | -$16.8K | 0.01% | 478 |
|
|
2022
Q2 | $34K | Buy |
550
+200
| +57% | +$12.4K | 0.01% | 384 |
|
|
2022
Q1 | $47K | Hold |
350
| – | – | 0.02% | 315 |
|
|
2021
Q4 | $57K | Buy |
350
+200
| +133% | +$32.6K | 0.02% | 257 |
|
|
2021
Q3 | $36K | Buy |
+150
| New | +$36K | 0.02% | 294 |
|