Arkos Global 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
Q2 | – | Sell |
-2,283
| Closed | -$310K | – | 103 |
|
|
2022
Q1 | $310K | Buy |
2,283
+272
| +14% | +$36.9K | 0.08% | 70 |
|
|
2021
Q4 | $325K | Buy |
2,011
+11
| +0.6% | +$1.78K | 0.1% | 67 |
|
|
2021
Q3 | $480K | Hold |
2,000
| – | – | 0.16% | 42 |
|
|
2021
Q2 | $488K | Sell |
2,000
-10
| -0.5% | -$2.44K | 0.17% | 42 |
|
|
2021
Q1 | $456K | Sell |
2,010
-2
| -0.1% | -$454 | 0.18% | 42 |
|
|
2020
Q4 | $438K | Buy |
2,012
+10
| +0.5% | +$2.18K | 0.18% | 41 |
|
|
2020
Q3 | $325K | Sell |
2,002
-1,360
| -40% | -$221K | 0.15% | 56 |
|
|
2020
Q2 | $353K | Buy |
+3,362
| New | +$353K | 0.18% | 58 |
|