Angeles Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,598
| Closed | -$443K | – | 228 |
|
|
2024
Q3 | $443K | Sell |
6,598
-779
| -11% | -$52.3K | 0.02% | 115 |
|
|
2024
Q2 | $476K | Buy |
7,377
+176
| +2% | +$11.4K | 0.02% | 109 |
|
|
2024
Q1 | $609K | Sell |
7,201
-731
| -9% | -$61.8K | 0.03% | 84 |
|
|
2023
Q4 | $614K | Sell |
7,932
-66
| -0.8% | -$5.11K | 0.04% | 74 |
|
|
2023
Q3 | $354K | Buy |
+7,998
| New | +$354K | 0.03% | 119 |
|