TrueWealth LLC’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 535 |
|
|
2020
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 626 |
|
|
2019
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 614 |
|
|
2019
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 590 |
|
|
2019
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 600 |
|
|
2019
Q1 | $5K | Buy |
62
+7
| +13% | +$565 | ﹤0.01% | 584 |
|
|
2018
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 634 |
|
|
2018
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 631 |
|
|
2018
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 707 |
|
|
2018
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 672 |
|
|
2017
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 824 |
|