WESPAC Advisors SoCal’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 |
-2,737
| Closed | -$646K | – | 87 |
|
|
2021
Q3 | $646K | Buy |
2,737
+80
| +3% | +$18.9K | 0.21% | 60 |
|
|
2021
Q2 | $648K | Buy |
2,657
+92
| +4% | +$22.4K | 0.21% | 60 |
|
|
2021
Q1 | $582K | Buy |
+2,565
| New | +$582K | 0.23% | 56 |
|
|
2019
Q2 | – | Sell |
-132
| Closed | -$9K | – | 333 |
|
|
2019
Q1 | $9K | Buy |
+132
| New | +$9K | 0.01% | 243 |
|