Visionary Wealth Advisors’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 |
-3,567
| Closed | -$237K | – | 480 |
|
|
2023
Q2 | $237K | Buy |
3,567
+440
| +14% | +$29.3K | 0.02% | 405 |
|
|
2023
Q1 | $215K | Buy |
+3,127
| New | +$215K | 0.02% | 411 |
|
|
2022
Q1 | – | Sell |
-2,026
| Closed | -$327K | – | 461 |
|
|
2021
Q4 | $327K | Buy |
2,026
+282
| +16% | +$45.5K | 0.03% | 282 |
|
|
2021
Q3 | $418K | Buy |
1,744
+177
| +11% | +$42.4K | 0.04% | 209 |
|
|
2021
Q2 | $382K | Buy |
1,567
+248
| +19% | +$60.5K | 0.04% | 235 |
|
|
2021
Q1 | $299K | Buy |
+1,319
| New | +$299K | 0.03% | 253 |
|