Wealthspire Advisors (New York)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,431
| Closed | -$343K | – | 638 |
|
|
2021
Q3 | $343K | Buy |
+1,431
| New | +$343K | 0.01% | 435 |
|
|
2020
Q2 | – | Sell |
-5,910
| Closed | -$310K | – | 543 |
|
|
2020
Q1 | $310K | Buy |
+5,910
| New | +$310K | 0.01% | 374 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | -$1K | – | 836 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 858 |
|