Stevard LLC’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,763
| Closed | -$234K | – | 59 |
|
|
2024
Q1 | $234K | Hold |
2,763
| – | – | 0.21% | 52 |
|
|
2023
Q4 | $214K | Buy |
+2,763
| New | +$214K | 0.21% | 52 |
|
|
2022
Q1 | $465K | Sell |
3,430
-955
| -22% | -$129K | 0.36% | 38 |
|
|
2021
Q4 | $708K | Sell |
4,385
-1,141
| -21% | -$184K | 0.5% | 30 |
|
|
2021
Q3 | $1.33M | Buy |
5,526
+164
| +3% | +$39.3K | 1.04% | 19 |
|
|
2021
Q2 | $1.31M | Buy |
5,362
+217
| +4% | +$52.9K | 1.01% | 21 |
|
|
2021
Q1 | $1.17M | Buy |
5,145
+19
| +0.4% | +$4.31K | 0.96% | 19 |
|
|
2020
Q4 | $1.12M | Sell |
5,126
-2,299
| -31% | -$501K | 0.38% | 31 |
|
|
2020
Q3 | $1.21M | Buy |
7,425
+1,173
| +19% | +$191K | 0.5% | 33 |
|
|
2020
Q2 | $656K | Buy |
+6,252
| New | +$656K | 0.34% | 43 |
|