Ten Capital Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26
| Closed | -$1.79K | – | 580 |
|
|
2023
Q1 | $1.79K | Hold |
26
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $1.63K | Hold |
26
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $2K | Sell |
26
-46
| -64% | -$3.54K | ﹤0.01% | 407 |
|
|
2022
Q1 | $10K | Buy |
72
+40
| +125% | +$5.56K | ﹤0.01% | 300 |
|
|
2021
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $8K | Sell |
32
-18
| -36% | -$4.5K | ﹤0.01% | 289 |
|
|
2021
Q2 | $12K | Buy |
50
+6
| +14% | +$1.44K | ﹤0.01% | 303 |
|
|
2021
Q1 | $9K | Hold |
44
| – | – | ﹤0.01% | 274 |
|
|
2020
Q4 | $10K | Buy |
+44
| New | +$10K | ﹤0.01% | 262 |
|