Winch Advisory Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | – | – | 458 |
|
|
2023
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 447 |
|
|
2022
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $0 | Sell |
7
-8
| -53% | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $1K | Sell |
15
-65
| -81% | -$4.33K | ﹤0.01% | 414 |
|
|
2022
Q1 | $11K | Sell |
80
-70
| -47% | -$9.63K | ﹤0.01% | 250 |
|
|
2021
Q4 | $24K | Buy |
150
+21
| +16% | +$3.36K | 0.01% | 189 |
|
|
2021
Q3 | $31K | Buy |
129
+15
| +13% | +$3.61K | 0.01% | 169 |
|
|
2021
Q2 | $28K | Hold |
114
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $26K | Buy |
114
+17
| +18% | +$3.88K | 0.01% | 163 |
|
|
2020
Q4 | $21K | Buy |
97
+29
| +43% | +$6.28K | 0.01% | 158 |
|
|
2020
Q3 | $11K | Buy |
+68
| New | +$11K | ﹤0.01% | 204 |
|