Beech Hill Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-27,195
Closed -$1.67M 88
2022
Q2
$1.67M Sell
27,195
-530
-2% -$32.6K 0.89% 43
2022
Q1
$3.76M Buy
27,725
+90
+0.3% +$12.2K 1.53% 24
2021
Q4
$4.46M Buy
+27,635
New +$4.46M 1.7% 21