Sowa Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-135
| Closed | -$29K | – | 234 |
|
|
2020
Q4 | $29K | Hold |
135
| – | – | 0.02% | 162 |
|
|
2020
Q3 | $22K | Hold |
135
| – | – | 0.02% | 173 |
|
|
2020
Q2 | $14K | Hold |
135
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $7K | Hold |
135
| – | – | 0.01% | 233 |
|
|
2019
Q4 | $8K | Buy |
+135
| New | +$8K | 0.01% | 235 |
|