SRH Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8
| Closed | -$516 | – | 295 |
|
|
2024
Q2 | $516 | Hold |
8
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $677 | Hold |
8
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $619 | Hold |
8
| – | – | ﹤0.01% | 291 |
|
|
2023
Q3 | $354 | Hold |
8
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $549 | Hold |
8
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 287 |
|
|
2022
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 314 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 303 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 306 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 295 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 293 |
|
|
2021
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 288 |
|