WIA
XYZ
World Investment Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,632
| Closed | -$221K | – | 297 |
|
|
2022
Q1 | $221K | Buy |
+1,632
| New | +$221K | 0.05% | 242 |
|
|
2021
Q4 | – | Sell |
-904
| Closed | -$217K | – | 289 |
|
|
2021
Q3 | $217K | Buy |
904
+43
| +5% | +$10.3K | 0.05% | 231 |
|
|
2021
Q2 | $210K | Buy |
+861
| New | +$210K | 0.05% | 234 |
|
|
2021
Q1 | – | Sell |
-763
| Closed | -$208K | – | 251 |
|
|
2020
Q4 | $208K | Buy |
+763
| New | +$208K | 0.05% | 217 |
|