WT Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $646K | Sell |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $250K | Buy |
|