SDH
XYZ
Sloy Dahl & Holst’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,529
| Closed | -$1.28M | – | 96 |
|
|
2023
Q4 | $1.28M | Hold |
16,529
| – | – | 0.26% | 23 |
|
|
2023
Q3 | $732K | Sell |
16,529
-38,061
| -70% | -$1.68M | 0.16% | 28 |
|
|
2023
Q2 | $3.63M | Sell |
54,590
-598
| -1% | -$39.8K | 0.66% | 11 |
|
|
2023
Q1 | $3.79M | Sell |
55,188
-1,104
| -2% | -$75.8K | 0.86% | 9 |
|
|
2022
Q4 | $3.54M | Buy |
56,292
+207
| +0.4% | +$13K | 1.23% | 8 |
|
|
2022
Q3 | $3.08M | Buy |
+56,085
| New | +$3.08M | 0.65% | 14 |
|
|
2022
Q2 | – | Sell |
-1,542
| Closed | -$209K | – | 83 |
|
|
2022
Q1 | $209K | Sell |
1,542
-42,092
| -96% | -$5.71M | 0.03% | 75 |
|
|
2021
Q4 | $10.5M | Hold |
43,634
| – | – | 2.23% | 7 |
|
|
2021
Q3 | $10.5M | Sell |
43,634
-2,566
| -6% | -$615K | 2.23% | 7 |
|
|
2021
Q2 | $11.3M | Sell |
46,200
-205
| -0.4% | -$50K | 1.51% | 10 |
|
|
2021
Q1 | $10.5M | Buy |
46,405
+35,072
| +309% | +$7.96M | 1.51% | 10 |
|
|
2020
Q4 | $2.64M | Sell |
11,333
-26,555
| -70% | -$6.17M | 1.26% | 10 |
|
|
2020
Q3 | $6.74M | Buy |
37,888
+27,036
| +249% | +$4.81M | 2.56% | 6 |
|
|
2020
Q2 | $1.14M | Buy |
+10,852
| New | +$1.14M | 0.54% | 17 |
|