Biltmore Capital Advisors’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
$246K Buy
1,523
+147
+11% +$23.7K 0.04% 125
2021
Q3
$330K Buy
1,376
+516
+60% +$124K 0.06% 109
2021
Q2
$210K Buy
+860
New +$210K 0.04% 121