Weaver Consulting Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-610
| Closed | -$99K | – | 948 |
|
|
2020
Q3 | $99K | Sell |
610
-150
| -20% | -$24.3K | 0.06% | 192 |
|
|
2020
Q2 | $80K | Buy |
760
+120
| +19% | +$12.6K | 0.05% | 208 |
|
|
2020
Q1 | $34K | Sell |
640
-237
| -27% | -$12.6K | 0.02% | 267 |
|
|
2019
Q4 | $54K | Buy |
877
+750
| +591% | +$46.2K | 0.03% | 228 |
|
|
2019
Q3 | $10K | Hold |
127
| – | – | 0.01% | 491 |
|
|
2019
Q2 | $9K | Hold |
127
| – | – | ﹤0.01% | 492 |
|
|
2019
Q1 | $9K | Buy |
+127
| New | +$9K | ﹤0.01% | 980 |
|