Tarbox Family Office’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$2K | – | 1019 |
|
|
2022
Q1 | $2K | Sell |
12
-14
| -54% | -$2.33K | ﹤0.01% | 885 |
|
|
2021
Q4 | $4K | Buy |
26
+1
| +4% | +$154 | ﹤0.01% | 720 |
|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $6K | Buy |
25
+1
| +4% | +$240 | ﹤0.01% | 614 |
|
|
2021
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 594 |
|
|
2020
Q4 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 554 |
|
|
2018
Q4 | – | Sell |
-21
| Closed | -$2K | – | 646 |
|
|
2018
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 543 |
|