Simplicity Solutions’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$503K Buy
2023
Q3
$216K Sell
2023
Q2
$540K Sell
2023
Q1
$969K Buy
2022
Q4
$325K Buy
2022
Q3
$206K Sell
2022
Q2
$307K Sell
2022
Q1
$769K Sell
2021
Q4
$1.31M Buy
2021
Q3
$1.03M Buy
2021
Q2
$929K Sell
2021
Q1
$1.08M Sell
2020
Q4
$2.35M Buy
2020
Q3
$1.61M Sell
2020
Q2
$1.23M Buy
2020
Q1
$386K Buy
2019
Q4
$374K Buy
2019
Q3
$300K Buy
2019
Q2
$330K Buy
2019
Q1
$248K Sell
2018
Q4
$311K Buy