WealthStone’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $337K | Buy |
1,485
+141
| +10% | +$32K | 0.12% | 130 |
|
|
2020
Q4 | $293K | Buy |
1,344
+70
| +5% | +$15.3K | 0.1% | 140 |
|
|
2020
Q3 | $207K | Buy |
+1,274
| New | +$207K | 0.09% | 158 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$362 | – | 653 |
|
|
2019
Q2 | $362 | Buy |
+5
| New | +$362 | ﹤0.01% | 957 |
|