Stonehage Fleming Financial Services’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 | – | Sell |
-95
| Closed | -$6.32K | – | 259 |
|
|
2023
Q2 | $6.32K | Buy |
+95
| New | +$6.32K | ﹤0.01% | 188 |
|
|
2022
Q3 | – | Sell |
-215
| Closed | -$13K | – | 281 |
|
|
2022
Q2 | $13K | Buy |
+215
| New | +$13K | ﹤0.01% | 231 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$480K | – | 241 |
|
|
2021
Q3 | $480K | Buy |
+2,000
| New | +$480K | 0.01% | 118 |
|