Alpha Family Trust’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,739
| Closed | -$316K | – | 130 |
|
|
2022
Q3 | $316K | Sell |
5,739
-24,749
| -81% | -$1.36M | 0.24% | 30 |
|
|
2022
Q2 | $1.87M | Sell |
30,488
-9,212
| -23% | -$566K | 1.19% | 17 |
|
|
2022
Q1 | $5.38M | Buy |
39,700
+7,500
| +23% | +$1.02M | 2.18% | 13 |
|
|
2021
Q4 | $52M | Buy |
+32,200
| New | +$52M | 14.58% | 1 |
|