Wharton Business Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,923
| Closed | -$261K | – | 136 |
|
|
2022
Q1 | $261K | Hold |
1,923
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $311K | Buy |
+1,923
| New | +$311K | 0.02% | 108 |
|
|
2021
Q3 | – | Sell |
-1,923
| Closed | -$469K | – | 126 |
|
|
2021
Q2 | $469K | Sell |
1,923
-275
| -13% | -$67.1K | 0.04% | 81 |
|
|
2021
Q1 | $499K | Hold |
2,198
| – | – | 0.04% | 76 |
|
|
2020
Q4 | $478K | Hold |
2,198
| – | – | 0.04% | 73 |
|
|
2020
Q3 | $357K | Hold |
2,198
| – | – | 0.03% | 83 |
|
|
2020
Q2 | $231K | Buy |
+2,198
| New | +$231K | 0.02% | 104 |
|