Boston Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-121,379
| Closed | -$4.21M | – | 677 |
|
|
2017
Q4 | $4.21M | Sell |
121,379
-516,576
| -81% | -$17.9M | 0.09% | 237 |
|
|
2017
Q3 | $18.4M | Sell |
637,955
-2,820
| -0.4% | -$81.2K | 0.42% | 66 |
|
|
2017
Q2 | $15M | Sell |
640,775
-133,590
| -17% | -$3.13M | 0.35% | 91 |
|
|
2017
Q1 | $13.4M | Buy |
774,365
+410,231
| +113% | +$7.09M | 0.32% | 108 |
|
|
2016
Q4 | $4.96M | Buy |
+364,134
| New | +$4.96M | 0.12% | 212 |
|