SVWAG
XYZ
Sound View Wealth Advisors Group’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,781
| Closed | -$242K | – | 295 |
|
|
2022
Q1 | $242K | Sell |
1,781
-17
| -0.9% | -$2.31K | 0.05% | 267 |
|
|
2021
Q4 | $290K | Buy |
1,798
+132
| +8% | +$21.3K | 0.05% | 245 |
|
|
2021
Q3 | $400K | Buy |
1,666
+12
| +0.7% | +$2.88K | 0.08% | 196 |
|
|
2021
Q2 | $403K | Buy |
1,654
+179
| +12% | +$43.6K | 0.08% | 197 |
|
|
2021
Q1 | $335K | Sell |
1,475
-43
| -3% | -$9.77K | 0.08% | 203 |
|
|
2020
Q4 | $330K | Buy |
1,518
+138
| +10% | +$30K | 0.08% | 191 |
|
|
2020
Q3 | $224K | Buy |
+1,380
| New | +$224K | 0.06% | 229 |
|