Americana Partners’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 |
-8,430
| Closed | -$1.36M | – | 295 |
|
|
2021
Q4 | $1.36M | Buy |
8,430
+3,162
| +60% | +$510K | 0.25% | 94 |
|
|
2021
Q3 | $1.26M | Buy |
5,268
+4,010
| +319% | +$961K | 0.31% | 79 |
|
|
2021
Q2 | $306K | Buy |
1,258
+91
| +8% | +$22.1K | 0.16% | 99 |
|
|
2021
Q1 | $264K | Buy |
1,167
+98
| +9% | +$22.2K | 0.16% | 91 |
|
|
2020
Q4 | $232K | Buy |
+1,069
| New | +$232K | 0.18% | 87 |
|
|
2020
Q1 | – | Sell |
-476
| Closed | -$29K | – | 515 |
|
|
2019
Q4 | $29K | Buy |
+476
| New | +$29K | 0.02% | 303 |
|