Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18K | Buy |
424
+53
| +14% | +$2.25K | 0.01% | 266 |
|
|
2023
Q2 | $24K | Buy |
+371
| New | +$24K | 0.01% | 223 |
|
|
2022
Q3 | – | Sell |
-65
| Closed | -$3K | – | 1382 |
|
|
2022
Q2 | $3K | Buy |
65
+5
| +8% | +$231 | ﹤0.01% | 495 |
|
|
2022
Q1 | $8K | Hold |
60
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $9K | Buy |
+60
| New | +$9K | 0.01% | 163 |
|