WR Wealth Planners’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
Q4 | $6.8K | Buy |
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|
2024
Q3 | $4.77K | Buy |
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|
2024
Q2 | $2.9K | Sell |
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|
2024
Q1 | $5.41K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.93K | Hold |
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|
2023
Q2 | $8.92K | Sell |
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|
2023
Q1 | $10.6K | Buy |
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|
2022
Q4 | $8.42K | Hold |
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|
2022
Q3 | $7.37K | Sell |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $273K | Buy |
|