SFO
XYZ
Standard Family Office’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-31
| Closed | -$2K | – | 470 |
|
|
2022
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 428 |
|
|
2021
Q3 | – | Sell |
-5,766
| Closed | -$1.41M | – | 542 |
|
|
2021
Q2 | $1.41M | Sell |
5,766
-521
| -8% | -$127K | 0.29% | 27 |
|
|
2021
Q1 | $1.43M | Hold |
6,287
| – | – | 0.34% | 21 |
|
|
2020
Q4 | $1.37M | Buy |
+6,287
| New | +$1.37M | 0.33% | 21 |
|