WU
XYZ
Wealthsimple US’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $737K | Hold |
3,245
| – | – | 0.44% | 15 |
|
|
2020
Q4 | $706K | Hold |
3,245
| – | – | 0.39% | 15 |
|
|
2020
Q3 | $527K | Sell |
3,245
-13
| -0.4% | -$2.11K | 0.35% | 15 |
|
|
2020
Q2 | $342K | Sell |
3,258
-2,522
| -44% | -$265K | 0.26% | 26 |
|
|
2020
Q1 | $303K | Hold |
5,780
| – | – | 0.27% | 25 |
|
|
2019
Q4 | $362K | Buy |
+5,780
| New | +$362K | 0.29% | 21 |
|