Aviance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,818
| Closed | -$168K | – | 341 |
|
|
2017
Q3 | $168K | Sell |
5,818
-1,266
| -18% | -$36.6K | 0.01% | 181 |
|
|
2017
Q2 | $166K | Sell |
7,084
-9,744
| -58% | -$228K | 0.01% | 183 |
|
|
2017
Q1 | $291K | Buy |
+16,828
| New | +$291K | 0.02% | 172 |
|
|
2016
Q4 | – | Sell |
-28,651
| Closed | -$334K | – | 324 |
|
|
2016
Q3 | $334K | Buy |
+28,651
| New | +$334K | 0.01% | 297 |
|