USCA RIA’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $689K | Buy |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.88M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $761K | Buy |
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|
2018
Q1 | $319K | Buy |
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