Brinker Capital’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$2.04M Sell
2020
Q1
$1.14M Buy
2019
Q4
$1.26M Buy
2019
Q3
$1.23M Buy
2019
Q2
$1.32M Buy
2019
Q1
$744K Buy
2018
Q4
$450K Buy