WMA
XYZ
Wealth Management Associates’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,221
| Closed | -$301K | – | 196 |
|
|
2022
Q1 | $301K | Buy |
2,221
+125
| +6% | +$17K | 0.17% | 142 |
|
|
2021
Q4 | $339K | Buy |
2,096
+72
| +4% | +$11.6K | 0.18% | 140 |
|
|
2021
Q3 | $485K | Sell |
2,024
-30
| -1% | -$7.2K | 0.28% | 90 |
|
|
2021
Q2 | $501K | Buy |
2,054
+309
| +18% | +$75.3K | 0.28% | 93 |
|
|
2021
Q1 | $396K | Sell |
1,745
-387
| -18% | -$87.9K | 0.25% | 102 |
|
|
2020
Q4 | $464K | Buy |
2,132
+375
| +21% | +$81.6K | 0.3% | 84 |
|
|
2020
Q3 | $286K | Sell |
1,757
-2,151
| -55% | -$350K | 0.22% | 113 |
|
|
2020
Q2 | $410K | Hold |
3,908
| – | – | 0.35% | 69 |
|
|
2020
Q1 | $205K | Hold |
3,908
| – | – | 0.21% | 111 |
|
|
2019
Q4 | $244K | Hold |
3,908
| – | – | 0.17% | 128 |
|
|
2019
Q3 | $242K | Buy |
+3,908
| New | +$242K | 0.19% | 123 |
|