Aperio Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $26.9M | Buy |
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|
2020
Q3 | $18.4M | Buy |
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|
2020
Q2 | $9.2M | Buy |
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|
2020
Q1 | $4.49M | Buy |
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|
2019
Q4 | $5.09M | Buy |
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|
2019
Q3 | $4.28M | Sell |
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|
2019
Q2 | $5.06M | Buy |
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|
2019
Q1 | $5.17M | Sell |
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|
2018
Q4 | $4.85M | Buy |
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|
2018
Q3 | $6.86M | Buy |
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|
2018
Q2 | $2.62M | Buy |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $513K | Buy |
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|
2017
Q3 | $347K | Buy |
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|
2017
Q2 | $225K | Buy |
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