Synergy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,795
| Closed | -$490K | – | 89 |
|
|
2024
Q1 | $490K | Sell |
5,795
-41
| -0.7% | -$3.47K | 0.55% | 44 |
|
|
2023
Q4 | $451K | Sell |
5,836
-171
| -3% | -$13.2K | 0.55% | 44 |
|
|
2023
Q3 | $266K | Sell |
6,007
-96
| -2% | -$4.25K | 0.37% | 61 |
|
|
2023
Q2 | $406K | Buy |
6,103
+25
| +0.4% | +$1.66K | 0.55% | 43 |
|
|
2023
Q1 | $417K | Sell |
6,078
-1,256
| -17% | -$86.2K | 0.68% | 37 |
|
|
2022
Q4 | $461K | Sell |
7,334
-2,421
| -25% | -$152K | 0.91% | 27 |
|
|
2022
Q3 | $536K | Sell |
9,755
-129
| -1% | -$7.09K | 0.8% | 37 |
|
|
2022
Q2 | $607K | Sell |
9,884
-668
| -6% | -$41K | 0.95% | 30 |
|
|
2022
Q1 | $1.43M | Buy |
10,552
+1,820
| +21% | +$247K | 1.5% | 17 |
|
|
2021
Q4 | $1.41M | Buy |
+8,732
| New | +$1.41M | 1.27% | 21 |
|