Beck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,873
| Closed | -$1.41M | – | 154 |
|
|
2021
Q3 | $1.41M | Buy |
+5,873
| New | +$1.41M | 0.47% | 78 |
|
|
2021
Q2 | – | Sell |
-8,041
| Closed | -$1.83M | – | 153 |
|
|
2021
Q1 | $1.83M | Buy |
+8,041
| New | +$1.83M | 0.69% | 57 |
|
|
2020
Q1 | – | Sell |
-5,173
| Closed | -$324K | – | 118 |
|
|
2019
Q4 | $324K | Buy |
+5,173
| New | +$324K | 0.16% | 85 |
|
|
2018
Q4 | – | Sell |
-25,450
| Closed | -$2.52M | – | 109 |
|
|
2018
Q3 | $2.52M | Buy |
+25,450
| New | +$2.52M | 1.08% | 32 |
|