Wealth Management Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,544
| Closed | -$229K | – | 121 |
|
|
2024
Q2 | $229K | Sell |
3,544
-277
| -7% | -$17.9K | 0.11% | 98 |
|
|
2024
Q1 | $323K | Buy |
3,821
+246
| +7% | +$20.8K | 0.16% | 90 |
|
|
2023
Q4 | $277K | Buy |
+3,575
| New | +$277K | 0.15% | 94 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$326K | – | 116 |
|
|
2022
Q1 | $326K | Hold |
2,000
| – | – | 0.23% | 82 |
|
|
2021
Q4 | $354K | Buy |
2,000
+524
| +36% | +$92.7K | 0.24% | 80 |
|
|
2021
Q3 | $354K | Buy |
1,476
+81
| +6% | +$19.4K | 0.26% | 79 |
|
|
2021
Q2 | $340K | Buy |
1,395
+190
| +16% | +$46.3K | 0.24% | 85 |
|
|
2021
Q1 | $295K | Buy |
+1,205
| New | +$295K | 0.22% | 94 |
|