TS Financial Group (TSFG)’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 |
-14
| Closed | -$1K | – | 947 |
|
|
2023
Q4 | $1K | Sell |
14
-46
| -77% | -$3.29K | ﹤0.01% | 861 |
|
|
2023
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 794 |
|
|
2023
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 721 |
|
|
2023
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 716 |
|
|
2022
Q4 | $4K | Sell |
60
-10
| -14% | -$667 | ﹤0.01% | 718 |
|
|
2022
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 690 |
|
|
2022
Q2 | $4K | Sell |
70
-121
| -63% | -$6.91K | ﹤0.01% | 693 |
|
|
2022
Q1 | $26K | Sell |
191
-73
| -28% | -$9.94K | 0.01% | 379 |
|
|
2021
Q4 | $43K | Sell |
264
-780
| -75% | -$127K | 0.02% | 326 |
|
|
2021
Q3 | $250K | Buy |
1,044
+36
| +4% | +$8.62K | 0.1% | 101 |
|
|
2021
Q2 | $246K | Buy |
1,008
+710
| +238% | +$173K | 0.1% | 104 |
|
|
2021
Q1 | $68K | Buy |
298
+130
| +77% | +$29.7K | 0.03% | 231 |
|
|
2020
Q4 | $37K | Buy |
168
+150
| +833% | +$33K | 0.02% | 291 |
|
|
2020
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 624 |
|
|
2019
Q3 | – | Sell |
-370
| Closed | -$27K | – | 833 |
|
|
2019
Q2 | $27K | Sell |
370
-200
| -35% | -$14.6K | 0.02% | 275 |
|
|
2019
Q1 | $43K | Buy |
+570
| New | +$43K | 0.04% | 225 |
|