Tucker Asset 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
Q4 | $9.86K | Hold |
116
| – | – | ﹤0.01% | 766 |
|
2024
Q3 | $7.79K | Hold |
116
| – | – | ﹤0.01% | 782 |
|
2024
Q2 | $7.48K | Sell |
116
-26
| -18% | -$1.68K | ﹤0.01% | 931 |
|
2024
Q1 | $12K | Hold |
142
| – | – | ﹤0.01% | 797 |
|
2023
Q4 | $11K | Hold |
142
| – | – | ﹤0.01% | 663 |
|
2023
Q3 | $6.29K | Hold |
142
| – | – | ﹤0.01% | 777 |
|
2023
Q2 | $9.45K | Hold |
142
| – | – | ﹤0.01% | 542 |
|
2023
Q1 | $9.75K | Buy |
142
+23
| +19% | +$1.58K | ﹤0.01% | 554 |
|
2022
Q4 | $7.49K | Buy |
119
+23
| +24% | +$1.45K | ﹤0.01% | 389 |
|
2022
Q3 | $5.77K | Buy |
96
+3
| +3% | +$180 | ﹤0.01% | 405 |
|
2022
Q2 | $5.72K | Hold |
93
| – | – | ﹤0.01% | 315 |
|
2022
Q1 | $12.6K | Buy |
+93
| New | +$12.6K | ﹤0.01% | 204 |
|
2021
Q2 | – | Sell |
-250
| Closed | -$56.8K | – | 376 |
|
2021
Q1 | $56.8K | Sell |
250
-2,142
| -90% | -$486K | 0.03% | 67 |
|
2020
Q4 | $521K | Buy |
+2,392
| New | +$521K | 0.31% | 10 |
|