Teamwork Financial Advisors’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 |
-2,341
| Closed | -$317K | – | 266 |
|
|
2022
Q1 | $317K | Sell |
2,341
-10,702
| -82% | -$1.45M | 0.06% | 200 |
|
|
2021
Q4 | $2.11M | Sell |
13,043
-5,814
| -31% | -$939K | 0.39% | 46 |
|
|
2021
Q3 | $4.52M | Buy |
18,857
+1,225
| +7% | +$294K | 0.89% | 19 |
|
|
2021
Q2 | $4.3M | Buy |
17,632
+2,717
| +18% | +$662K | 0.88% | 17 |
|
|
2021
Q1 | $3.39M | Buy |
14,915
+3,544
| +31% | +$805K | 0.79% | 21 |
|
|
2020
Q4 | $2.48M | Buy |
11,371
+2,850
| +33% | +$620K | 0.59% | 27 |
|
|
2020
Q3 | $1.39M | Buy |
8,521
+4,017
| +89% | +$653K | 0.43% | 44 |
|
|
2020
Q2 | $473K | Buy |
+4,504
| New | +$473K | 0.17% | 113 |
|