Wealthfront’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.16M | Sell |
21,776
-84,136
| -79% | -$8.33M | 0.02% | 118 |
|
|
2018
Q2 | $6.53M | Sell |
105,912
-28,795
| -21% | -$1.77M | 0.07% | 48 |
|
|
2018
Q1 | $6.63M | Sell |
134,707
-30,385
| -18% | -$1.5M | 0.07% | 48 |
|
|
2017
Q4 | $5.72M | Sell |
165,092
-48,910
| -23% | -$1.7M | 0.06% | 55 |
|
|
2017
Q3 | $6.17M | Sell |
214,002
-116,839
| -35% | -$3.37M | 0.08% | 42 |
|
|
2017
Q2 | $7.76M | Buy |
330,841
+42,378
| +15% | +$994K | 0.12% | 34 |
|
|
2017
Q1 | $4.99M | Buy |
+288,463
| New | +$4.99M | 0.09% | 42 |
|