TrinityPoint Wealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,069
| Closed | -$334K | – | 328 |
|
|
2021
Q4 | $334K | Hold |
2,069
| – | – | 0.06% | 237 |
|
|
2021
Q3 | $496K | Buy |
2,069
+654
| +46% | +$157K | 0.09% | 185 |
|
|
2021
Q2 | $345K | Sell |
1,415
-72
| -5% | -$17.6K | 0.07% | 204 |
|
|
2021
Q1 | $338K | Sell |
1,487
-456
| -23% | -$104K | 0.08% | 188 |
|
|
2020
Q4 | $406K | Sell |
1,943
-29
| -1% | -$6.06K | 0.1% | 166 |
|
|
2020
Q3 | $321K | Sell |
1,972
-406
| -17% | -$66.1K | 0.09% | 173 |
|
|
2020
Q2 | $250K | Buy |
+2,378
| New | +$250K | 0.08% | 181 |
|