Signet Financial 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
Q1 | – | Sell |
-639
| Closed | -$103K | – | 1381 |
|
|
2021
Q4 | $103K | Buy |
+639
| New | +$103K | 0.02% | 323 |
|
|
2018
Q4 | – | Sell |
-146
| Closed | -$14K | – | 847 |
|
|
2018
Q3 | $14K | Buy |
146
+100
| +217% | +$9.59K | ﹤0.01% | 559 |
|
|
2018
Q2 | $3K | Sell |
46
-267
| -85% | -$17.4K | ﹤0.01% | 776 |
|
|
2018
Q1 | $15K | Buy |
+313
| New | +$15K | ﹤0.01% | 523 |
|