TD Ameritrade Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-76
| Closed | -$5K | – | 637 |
|
|
2022
Q2 | $5K | Sell |
76
-33
| -30% | -$2.17K | ﹤0.01% | 479 |
|
|
2022
Q1 | $15K | Buy |
+109
| New | +$15K | ﹤0.01% | 452 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$2K | – | 731 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 584 |
|
|
2019
Q1 | $2K | Sell |
21
-36
| -63% | -$3.43K | ﹤0.01% | 535 |
|
|
2018
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 518 |
|