Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-789
| Closed | -$61K | – | 1231 |
|
|
2023
Q4 | $61K | Buy |
789
+49
| +7% | +$3.79K | 0.01% | 583 |
|
|
2023
Q3 | $33K | Sell |
740
-109
| -13% | -$4.86K | ﹤0.01% | 704 |
|
|
2023
Q2 | $57K | Sell |
849
-6
| -0.7% | -$403 | 0.01% | 592 |
|
|
2023
Q1 | $59K | Buy |
855
+465
| +119% | +$32.1K | 0.01% | 572 |
|
|
2022
Q4 | $25K | Sell |
390
-86
| -18% | -$5.51K | ﹤0.01% | 706 |
|
|
2022
Q3 | $26K | Buy |
476
+10
| +2% | +$546 | ﹤0.01% | 702 |
|
|
2022
Q2 | $29K | Sell |
466
-510
| -52% | -$31.7K | ﹤0.01% | 580 |
|
|
2022
Q1 | $132K | Sell |
976
-484
| -33% | -$65.5K | 0.02% | 353 |
|
|
2021
Q4 | $236K | Sell |
1,460
-199
| -12% | -$32.2K | 0.03% | 279 |
|
|
2021
Q3 | $398K | Buy |
1,659
+98
| +6% | +$23.5K | 0.06% | 196 |
|
|
2021
Q2 | $381K | Buy |
1,561
+93
| +6% | +$22.7K | 0.06% | 210 |
|
|
2021
Q1 | $333K | Buy |
1,468
+211
| +17% | +$47.9K | 0.06% | 200 |
|
|
2020
Q4 | $274K | Buy |
+1,257
| New | +$274K | 0.05% | 203 |
|