WT Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,115
| Closed | -$1.78M | – | 127 |
|
|
2022
Q1 | $1.78M | Buy |
13,115
+5,738
| +78% | +$778K | 0.68% | 44 |
|
|
2021
Q4 | $1.19M | Buy |
7,377
+951
| +15% | +$154K | 0.44% | 71 |
|
|
2021
Q3 | $1.54M | Buy |
6,426
+399
| +7% | +$95.7K | 0.59% | 54 |
|
|
2021
Q2 | $1.47M | Buy |
6,027
+281
| +5% | +$68.5K | 0.6% | 54 |
|
|
2021
Q1 | $1.31M | Buy |
5,746
+112
| +2% | +$25.4K | 0.6% | 52 |
|
|
2020
Q4 | $1.23M | Buy |
5,634
+1,655
| +42% | +$360K | 0.67% | 55 |
|
|
2020
Q3 | $646K | Sell |
3,979
-387
| -9% | -$62.8K | 0.43% | 63 |
|
|
2020
Q2 | $458K | Sell |
4,366
-2,749
| -39% | -$288K | 0.37% | 58 |
|
|
2020
Q1 | $372K | Buy |
7,115
+2,786
| +64% | +$146K | 0.39% | 51 |
|
|
2019
Q4 | $270K | Buy |
4,329
+280
| +7% | +$17.5K | 0.21% | 78 |
|
|
2019
Q3 | $250K | Buy |
+4,049
| New | +$250K | 0.22% | 74 |
|