Altman Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,661
| Closed | -$314K | – | 88 |
|
|
2021
Q4 | $314K | Sell |
2,661
-3,745
| -58% | -$442K | 0.19% | 70 |
|
|
2021
Q3 | $1.63M | Buy |
6,406
+45
| +0.7% | +$11.5K | 0.9% | 49 |
|
|
2021
Q2 | $1.78M | Buy |
6,361
+331
| +5% | +$92.6K | 1% | 46 |
|
|
2021
Q1 | $1.37M | Buy |
6,030
+3,106
| +106% | +$704K | 0.88% | 45 |
|
|
2020
Q4 | $636K | Buy |
+2,924
| New | +$636K | 0.4% | 67 |
|