Sterling Investment Advisors (Pennsylvania)’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $4.16M | Buy |
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|
2021
Q3 | $6.17M | Sell |
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|
2021
Q2 | $6.4M | Buy |
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|
2021
Q1 | $5.94M | Sell |
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|
2020
Q4 | $5.88M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $3.22M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $2.15M | Sell |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $142K | Buy |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $60K | Hold |
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|
2017
Q4 | $42K | Buy |
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|
2017
Q3 | $35K | Hold |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $21K | Buy |
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|
2016
Q4 | $1K | Buy |
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