Winslow Evans & Crocker’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $72K | Hold |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $42K | Sell |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | $32K | Sell |
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|
2018
Q3 | $668K | Buy |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $68.9K | Hold |
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|
2017
Q4 | $48.5K | Buy |
|