Wolff Wiese Magana’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30
| Closed | -$2.01K | – | 1023 |
|
|
2024
Q3 | $2.01K | Hold |
30
| – | – | ﹤0.01% | 738 |
|
|
2024
Q2 | $1.94K | Hold |
30
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $2.54K | Hold |
30
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $2.32K | Hold |
30
| – | – | ﹤0.01% | 464 |
|
|
2023
Q3 | $1.33K | Sell |
30
-17
| -36% | -$753 | ﹤0.01% | 584 |
|
|
2023
Q2 | $3.13K | Sell |
47
-55
| -54% | -$3.66K | ﹤0.01% | 505 |
|
|
2023
Q1 | $7K | Sell |
102
-40
| -28% | -$2.75K | 0.01% | 390 |
|
|
2022
Q4 | $8.92K | Sell |
142
-1,804
| -93% | -$113K | 0.01% | 344 |
|
|
2022
Q3 | $107K | Sell |
1,946
-116
| -6% | -$6.38K | 0.09% | 158 |
|
|
2022
Q2 | $127K | Sell |
2,062
-146
| -7% | -$8.99K | 0.09% | 152 |
|
|
2022
Q1 | $299K | Sell |
2,208
-343
| -13% | -$46.4K | 0.2% | 92 |
|
|
2021
Q4 | $412K | Buy |
2,551
+88
| +4% | +$14.2K | 0.27% | 85 |
|
|
2021
Q3 | $591K | Buy |
2,463
+57
| +2% | +$13.7K | 0.42% | 65 |
|
|
2021
Q2 | $587K | Buy |
2,406
+2,371
| +6,774% | +$578K | 0.42% | 61 |
|
|
2021
Q1 | $8K | Hold |
35
| – | – | 0.01% | 526 |
|
|
2020
Q4 | $8K | Buy |
+35
| New | +$8K | 0.01% | 484 |
|