Sutton Wealth Advisors’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 | $9.21K | Sell |
208
-38
| -15% | -$1.68K | ﹤0.01% | 485 |
|
|
2023
Q2 | $16.4K | Buy |
246
+146
| +146% | +$9.72K | 0.01% | 375 |
|
|
2023
Q1 | $6.87K | Sell |
100
-3,102
| -97% | -$213K | ﹤0.01% | 484 |
|
|
2022
Q4 | $201K | Buy |
3,202
+2,175
| +212% | +$137K | 0.08% | 174 |
|
|
2022
Q3 | $56.5K | Buy |
1,027
+721
| +236% | +$39.6K | 0.02% | 353 |
|
|
2022
Q2 | $18.8K | Sell |
306
-32
| -9% | -$1.97K | 0.01% | 697 |
|
|
2022
Q1 | $45.8K | Buy |
338
+21
| +7% | +$2.85K | 0.02% | 429 |
|
|
2021
Q4 | $51.2K | Buy |
317
+10
| +3% | +$1.62K | 0.02% | 405 |
|
|
2021
Q3 | $73.6K | Hold |
307
| – | – | 0.03% | 294 |
|
|
2021
Q2 | $74.8K | Hold |
307
| – | – | 0.03% | 301 |
|
|
2021
Q1 | $69.7K | Hold |
307
| – | – | 0.03% | 304 |
|
|
2020
Q4 | $66.8K | Hold |
307
| – | – | 0.03% | 291 |
|
|
2020
Q3 | $49.9K | Hold |
307
| – | – | 0.02% | 307 |
|
|
2020
Q2 | $32.2K | Sell |
307
-2
| -0.6% | -$210 | 0.02% | 410 |
|
|
2020
Q1 | $16.2K | Buy |
309
+28
| +10% | +$1.47K | 0.01% | 531 |
|
|
2019
Q4 | $17.6K | Hold |
281
| – | – | 0.01% | 652 |
|
|
2019
Q3 | $17.4K | Hold |
281
| – | – | 0.01% | 625 |
|
|
2019
Q2 | $20.4K | Sell |
281
-15
| -5% | -$1.09K | 0.01% | 577 |
|
|
2019
Q1 | $22.2K | Buy |
296
+9
| +3% | +$674 | 0.01% | 540 |
|
|
2018
Q4 | $16.1K | Buy |
287
+6
| +2% | +$337 | 0.01% | 593 |
|
|
2018
Q3 | $27.8K | Hold |
281
| – | – | 0.02% | 469 |
|
|
2018
Q2 | $17.3K | Hold |
281
| – | – | 0.01% | 647 |
|
|
2018
Q1 | $13.8K | Hold |
281
| – | – | 0.01% | 701 |
|
|
2017
Q4 | $9.74K | Buy |
+281
| New | +$9.74K | 0.01% | 792 |
|