Winslow Evans & Crocker’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 | $282K | Buy |
1,297
+761
| +142% | +$165K | 0.05% | 280 |
|
|
2020
Q3 | $87K | Sell |
536
-150
| -22% | -$24.3K | 0.02% | 377 |
|
|
2020
Q2 | $72K | Hold |
686
| – | – | 0.02% | 403 |
|
|
2020
Q1 | $38K | Buy |
686
+36
| +6% | +$1.99K | 0.01% | 474 |
|
|
2019
Q4 | $42K | Hold |
650
| – | – | 0.01% | 534 |
|
|
2019
Q3 | $42K | Sell |
650
-280
| -30% | -$18.1K | 0.01% | 530 |
|
|
2019
Q2 | $70K | Buy |
930
+100
| +12% | +$7.53K | 0.02% | 457 |
|
|
2019
Q1 | $64K | Buy |
830
+280
| +51% | +$21.6K | 0.02% | 455 |
|
|
2018
Q4 | $32K | Sell |
550
-6,176
| -92% | -$359K | 0.01% | 548 |
|
|
2018
Q3 | $668K | Buy |
6,726
+5,776
| +608% | +$574K | 0.2% | 114 |
|
|
2018
Q2 | $60K | Sell |
950
-450
| -32% | -$28.4K | 0.02% | 464 |
|
|
2018
Q1 | $68.9K | Hold |
1,400
| – | – | 0.02% | 423 |
|
|
2017
Q4 | $48.5K | Buy |
+1,400
| New | +$48.5K | 0.02% | 497 |
|