Antonetti Capital Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.21K | Hold |
50
| – | – | ﹤0.01% | 268 |
|
2023
Q2 | $3.33K | Hold |
50
| – | – | ﹤0.01% | 266 |
|
2023
Q1 | $3.43K | Hold |
50
| – | – | 0.01% | 270 |
|
2022
Q4 | $3.14K | Sell |
50
-5
| -9% | -$314 | ﹤0.01% | 264 |
|
2022
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 281 |
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 289 |
|
2022
Q1 | $7K | Hold |
55
| – | – | 0.01% | 279 |
|
2021
Q4 | $9K | Buy |
55
+5
| +10% | +$818 | 0.01% | 314 |
|
2021
Q3 | $12K | Buy |
+50
| New | +$12K | 0.01% | 299 |
|