Veritable’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,733
| Closed | -$315K | – | 870 |
|
|
2023
Q2 | $315K | Sell |
4,733
-670
| -12% | -$44.6K | ﹤0.01% | 680 |
|
|
2023
Q1 | $371K | Buy |
5,403
+744
| +16% | +$51.1K | 0.01% | 622 |
|
|
2022
Q4 | $293K | Buy |
4,659
+643
| +16% | +$40.4K | 0.01% | 669 |
|
|
2022
Q3 | $221K | Buy |
+4,016
| New | +$221K | ﹤0.01% | 722 |
|
|
2022
Q1 | – | Sell |
-3,090
| Closed | -$499K | – | 949 |
|
|
2021
Q4 | $499K | Sell |
3,090
-531
| -15% | -$85.8K | 0.01% | 560 |
|
|
2021
Q3 | $868K | Buy |
3,621
+79
| +2% | +$18.9K | 0.01% | 416 |
|
|
2021
Q2 | $864K | Buy |
3,542
+421
| +13% | +$103K | 0.01% | 413 |
|
|
2021
Q1 | $709K | Sell |
3,121
-102
| -3% | -$23.2K | 0.01% | 431 |
|
|
2020
Q4 | $701K | Buy |
3,223
+709
| +28% | +$154K | 0.01% | 416 |
|
|
2020
Q3 | $409K | Buy |
2,514
+82
| +3% | +$13.3K | 0.01% | 503 |
|
|
2020
Q2 | $255K | Buy |
+2,432
| New | +$255K | 0.01% | 639 |
|