WP Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $523K | Hold |
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|
2021
Q3 | $777K | Hold |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $2.77M | Hold |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $1.55M | Buy |
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