Advantage Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $14K | Buy |
234
+85
| +57% | +$5.09K | 0.01% | 599 |
|
|
2019
Q2 | $11K | Sell |
149
-85
| -36% | -$6.28K | 0.01% | 650 |
|
|
2019
Q1 | $18K | Sell |
234
-182
| -44% | -$14K | 0.01% | 548 |
|
|
2018
Q4 | $23K | Sell |
416
-760
| -65% | -$42K | 0.02% | 493 |
|
|
2018
Q3 | $116K | Buy |
+1,176
| New | +$116K | 0.08% | 252 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1049 |
|
|
2018
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 934 |
|