Bank Hapoalim BM’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,618
| Closed | -$2.68M | – | 256 |
|
|
2021
Q4 | $2.68M | Buy |
16,618
+3,360
| +25% | +$543K | 0.27% | 75 |
|
|
2021
Q3 | $3.18M | Sell |
13,258
-142
| -1% | -$34.1K | 0.33% | 73 |
|
|
2021
Q2 | $3.27M | Sell |
13,400
-41
| -0.3% | -$10K | 0.37% | 67 |
|
|
2021
Q1 | $3.05M | Sell |
13,441
-649
| -5% | -$147K | 0.39% | 65 |
|
|
2020
Q4 | $3.07M | Buy |
14,090
+1,058
| +8% | +$230K | 0.42% | 56 |
|
|
2020
Q3 | $2.12K | Sell |
13,032
-3,820
| -23% | -$621 | 0.1% | 50 |
|
|
2020
Q2 | $1.77M | Buy |
16,852
+3,664
| +28% | +$384K | 0.41% | 57 |
|
|
2020
Q1 | $691K | Sell |
13,188
-151
| -1% | -$7.91K | 0.22% | 82 |
|
|
2019
Q4 | $834K | Sell |
13,339
-1,801
| -12% | -$113K | 0.18% | 78 |
|
|
2019
Q3 | $920K | Buy |
15,140
+7,695
| +103% | +$468K | 0.23% | 70 |
|
|
2019
Q2 | $540K | Buy |
7,445
+4,135
| +125% | +$300K | 0.13% | 103 |
|
|
2019
Q1 | $248K | Buy |
+3,310
| New | +$248K | 0.06% | 146 |
|