Bell Bank’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 |
-1,000
| Closed | -$240K | – | 183 |
|
|
2021
Q3 | $240K | Sell |
1,000
-17
| -2% | -$4.08K | 0.03% | 159 |
|
|
2021
Q2 | $248K | Buy |
1,017
+17
| +2% | +$4.15K | 0.03% | 158 |
|
|
2021
Q1 | $227K | Hold |
1,000
| – | – | 0.03% | 156 |
|
|
2020
Q4 | $218K | Buy |
+1,000
| New | +$218K | 0.03% | 158 |
|