Wealthsimple US’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$737K Hold
2020
Q4
$706K Hold
2020
Q3
$527K Sell
2020
Q2
$342K Sell
2020
Q1
$303K Hold
2019
Q4
$362K Buy