Wealthspire Advisors (Maryland)’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $251K | Sell |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $557K | Buy |
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|
2018
Q4 | $314K | Sell |
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|
2018
Q3 | $573K | Buy |
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|
2018
Q2 | $325K | Buy |
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|
2018
Q1 | $243K | Buy |
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|
2017
Q4 | $96K | Buy |
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|
2017
Q3 | $10K | Buy |
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|
2017
Q2 | $8K | Buy |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $4K | Sell |
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|
2016
Q3 | $7K | Buy |
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