Bailard’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $3.43M | Buy |
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|
2022
Q4 | $3.08M | Sell |
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|
2022
Q3 | $2.72M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $9.77M | Buy |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $15M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $12.2M | Buy |
|