SkyOak Wealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,053
| Closed | -$253K | – | 260 |
|
|
2021
Q3 | $253K | Buy |
1,053
+25
| +2% | +$6.01K | 0.07% | 199 |
|
|
2021
Q2 | $251K | Hold |
1,028
| – | – | 0.07% | 191 |
|
|
2021
Q1 | $261K | Sell |
1,028
-2
| -0.2% | -$508 | 0.07% | 188 |
|
|
2020
Q4 | $224K | Buy |
+1,030
| New | +$224K | 0.07% | 192 |
|
|
2020
Q3 | – | Sell |
-7,716
| Closed | -$810K | – | 252 |
|
|
2020
Q2 | $810K | Buy |
+7,716
| New | +$810K | 0.3% | 82 |
|