Bourgeon 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
Q1 | – | Sell |
-1
| Closed | – | – | 312 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 330 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$5K | – | 276 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 221 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 208 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 203 |
|