Aigen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,194
| Closed | -$271K | – | 1089 |
|
|
2024
Q4 | $271K | Buy |
+3,194
| New | +$271K | 0.05% | 508 |
|
|
2023
Q4 | – | Sell |
-29,065
| Closed | -$1.29M | – | 1139 |
|
|
2023
Q3 | $1.29M | Buy |
29,065
+16,703
| +135% | +$739K | 0.24% | 107 |
|
|
2023
Q2 | $823K | Buy |
+12,362
| New | +$823K | 0.12% | 236 |
|
|
2023
Q1 | – | Sell |
-4,510
| Closed | -$283K | – | 859 |
|
|
2022
Q4 | $283K | Sell |
4,510
-32,226
| -88% | -$2.03M | 0.04% | 375 |
|
|
2022
Q3 | $2.02M | Buy |
+36,736
| New | +$2.02M | 0.29% | 101 |
|
|
2022
Q1 | – | Sell |
-20,555
| Closed | -$3.58M | – | 1167 |
|
|
2021
Q4 | $3.58M | Buy |
+20,555
| New | +$3.58M | 0.22% | 123 |
|
|
2020
Q1 | – | Sell |
-13,598
| Closed | -$851K | – | 1619 |
|
|
2019
Q4 | $851K | Buy |
+13,598
| New | +$851K | 0.14% | 213 |
|