Total Clarity Wealth 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
Q4 | – | Sell |
-3,718
| Closed | -$204K | – | 277 |
|
|
2022
Q3 | $204K | Hold |
3,718
| – | – | 0.13% | 216 |
|
|
2022
Q2 | $229K | Sell |
3,718
-515
| -12% | -$31.7K | 0.12% | 177 |
|
|
2022
Q1 | $574K | Sell |
4,233
-215
| -5% | -$29.2K | 0.31% | 85 |
|
|
2021
Q4 | $718K | Sell |
4,448
-262
| -6% | -$42.3K | 0.33% | 79 |
|
|
2021
Q3 | $1.13M | Buy |
4,710
+235
| +5% | +$56.4K | 0.54% | 46 |
|
|
2021
Q2 | $1.09M | Buy |
4,475
+278
| +7% | +$67.8K | 0.61% | 52 |
|
|
2021
Q1 | $953K | Buy |
4,197
+27
| +0.6% | +$6.13K | 0.55% | 42 |
|
|
2020
Q4 | $908K | Buy |
4,170
+280
| +7% | +$61K | 0.63% | 42 |
|
|
2020
Q3 | $632K | Hold |
3,890
| – | – | 0.55% | 52 |
|
|
2020
Q2 | $408K | Buy |
+3,890
| New | +$408K | 0.37% | 74 |
|