SWM
XYZ
Sugarloaf Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.66K | Buy |
+43
| New | +$3.66K | ﹤0.01% | 593 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$137 | – | 723 |
|
|
2023
Q1 | $137 | Hold |
2
| – | – | ﹤0.01% | 684 |
|
|
2022
Q4 | $126 | Buy |
+2
| New | +$126 | ﹤0.01% | 764 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | – | – | 863 |
|
|
2022
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 837 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 781 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 729 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 693 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 687 |
|
|
2021
Q1 | $2 | Hold |
8
| – | – | ﹤0.01% | 687 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 655 |
|