WR Wealth Planners’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 | $6.8K | Buy |
80
+9
| +13% | +$765 | ﹤0.01% | 643 |
|
|
2024
Q3 | $4.77K | Buy |
71
+26
| +58% | +$1.75K | ﹤0.01% | 753 |
|
|
2024
Q2 | $2.9K | Sell |
45
-19
| -30% | -$1.23K | ﹤0.01% | 812 |
|
|
2024
Q1 | $5.41K | Buy |
+64
| New | +$5.41K | ﹤0.01% | 702 |
|
|
2023
Q4 | – | Sell |
-134
| Closed | -$5.93K | – | 894 |
|
|
2023
Q3 | $5.93K | Hold |
134
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $8.92K | Sell |
134
-20
| -13% | -$1.33K | ﹤0.01% | 597 |
|
|
2023
Q1 | $10.6K | Buy |
154
+20
| +15% | +$1.37K | ﹤0.01% | 537 |
|
|
2022
Q4 | $8.42K | Hold |
134
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $7.37K | Sell |
134
-1,918
| -93% | -$105K | 0.01% | 285 |
|
|
2022
Q2 | $126K | Buy |
2,052
+38
| +2% | +$2.34K | 0.08% | 113 |
|
|
2022
Q1 | $273K | Buy |
+2,014
| New | +$273K | 0.16% | 99 |
|