Shine Investment Advisory Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $18K | Sell |
111
-154
| -58% | -$25K | 0.01% | 465 |
|
|
2020
Q2 | $28K | Sell |
265
-235
| -47% | -$24.8K | 0.01% | 408 |
|
|
2020
Q1 | $26K | Buy |
500
+380
| +317% | +$19.8K | 0.01% | 383 |
|
|
2019
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 628 |
|
|
2019
Q3 | $7K | Buy |
120
+70
| +140% | +$4.08K | ﹤0.01% | 629 |
|
|
2019
Q2 | $4K | Sell |
50
-458
| -90% | -$36.6K | ﹤0.01% | 638 |
|
|
2019
Q1 | $38K | Buy |
508
+366
| +258% | +$27.4K | 0.02% | 355 |
|
|
2018
Q4 | $8K | Sell |
142
-25
| -15% | -$1.41K | ﹤0.01% | 556 |
|
|
2018
Q3 | $17K | Hold |
167
| – | – | 0.01% | 466 |
|
|
2018
Q2 | $10K | Hold |
167
| – | – | 0.01% | 531 |
|
|
2018
Q1 | $8K | Buy |
+167
| New | +$8K | ﹤0.01% | 566 |
|