AI
XYZ
Atom Investors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,796
| Closed | -$890K | – | 636 |
|
|
2024
Q2 | $890K | Buy |
+13,796
| New | +$890K | 0.09% | 267 |
|
|
2023
Q3 | – | Sell |
-8,061
| Closed | -$537K | – | 517 |
|
|
2023
Q2 | $537K | Buy |
+8,061
| New | +$537K | 0.2% | 103 |
|
|
2022
Q2 | – | Sell |
-11,066
| Closed | -$1.5M | – | 322 |
|
|
2022
Q1 | $1.5M | Sell |
11,066
-13,753
| -55% | -$1.87M | 0.7% | 30 |
|
|
2021
Q4 | $4.01M | Buy |
+24,819
| New | +$4.01M | 0.67% | 9 |
|
|
2020
Q4 | – | Sell |
-3,172
| Closed | -$516K | – | 589 |
|
|
2020
Q3 | $516K | Buy |
+3,172
| New | +$516K | 0.05% | 246 |
|
|
2019
Q3 | – | Sell |
-146,273
| Closed | -$10.6M | – | 447 |
|
|
2019
Q2 | $10.6M | Buy |
146,273
+89,548
| +158% | +$6.49M | 0.69% | 37 |
|
|
2019
Q1 | $4.25M | Buy |
56,725
+7,720
| +16% | +$578K | 0.36% | 85 |
|
|
2018
Q4 | $2.75M | Buy |
+49,005
| New | +$2.75M | 0.27% | 77 |
|