Sonora Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $34K | Hold |
143
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $35K | Buy |
143
+126
| +741% | +$30.8K | ﹤0.01% | 461 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q4 | $4K | Hold |
17
| – | – | ﹤0.01% | 1515 |
|
|
2020
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1612 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1646 |
|
|
2019
Q3 | $1K | Sell |
17
-33
| -66% | -$1.94K | ﹤0.01% | 1636 |
|
|
2019
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1465 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$50K | – | 1294 |
|
|
2018
Q3 | $50K | Hold |
500
| – | – | 0.01% | 415 |
|
|
2018
Q2 | $31K | Hold |
500
| – | – | ﹤0.01% | 495 |
|
|
2018
Q1 | $24.6K | Hold |
500
| – | – | ﹤0.01% | 522 |
|
|
2017
Q4 | $17.3K | Hold |
500
| – | – | ﹤0.01% | 635 |
|
|
2017
Q3 | $14.4K | Sell |
500
-55
| -10% | -$1.59K | ﹤0.01% | 614 |
|
|
2017
Q2 | $13K | Hold |
555
| – | – | ﹤0.01% | 628 |
|
|
2017
Q1 | $9.59K | Hold |
555
| – | – | ﹤0.01% | 707 |
|
|
2016
Q4 | $7.57K | Buy |
555
+500
| +909% | +$6.82K | ﹤0.01% | 653 |
|
|
2016
Q3 | $641 | Hold |
55
| – | – | ﹤0.01% | 798 |
|
|
2016
Q2 | $498 | Buy |
55
+40
| +267% | +$362 | ﹤0.01% | 824 |
|
|
2016
Q1 | $204 | Buy |
+15
| New | +$204 | ﹤0.01% | 930 |
|