Sutton Wealth Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.21K | Sell |
|
|||||
|
2023
Q2 | $16.4K | Buy |
|
|||||
|
2023
Q1 | $6.87K | Sell |
|
|||||
|
2022
Q4 | $201K | Buy |
|
|||||
|
2022
Q3 | $56.5K | Buy |
|
|||||
|
2022
Q2 | $18.8K | Sell |
|
|||||
|
2022
Q1 | $45.8K | Buy |
|
|||||
|
2021
Q4 | $51.2K | Buy |
|
|||||
|
2021
Q3 | $73.6K | Hold |
|
|||||
|
2021
Q2 | $74.8K | Hold |
|
|||||
|
2021
Q1 | $69.7K | Hold |
|
|||||
|
2020
Q4 | $66.8K | Hold |
|
|||||
|
2020
Q3 | $49.9K | Hold |
|
|||||
|
2020
Q2 | $32.2K | Sell |
|
|||||
|
2020
Q1 | $16.2K | Buy |
|
|||||
|
2019
Q4 | $17.6K | Hold |
|
|||||
|
2019
Q3 | $17.4K | Hold |
|
|||||
|
2019
Q2 | $20.4K | Sell |
|
|||||
|
2019
Q1 | $22.2K | Buy |
|
|||||
|
2018
Q4 | $16.1K | Buy |
|
|||||
|
2018
Q3 | $27.8K | Hold |
|
|||||
|
2018
Q2 | $17.3K | Hold |
|
|||||
|
2018
Q1 | $13.8K | Hold |
|
|||||
|
2017
Q4 | $9.74K | Buy |
|