Brinker Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.04M | Sell |
19,438
-2,300
| -11% | -$241K | 0.07% | 295 |
|
|
2020
Q1 | $1.14M | Buy |
21,738
+1,514
| +7% | +$79.3K | 0.05% | 393 |
|
|
2019
Q4 | $1.27M | Buy |
20,224
+308
| +2% | +$19.3K | 0.04% | 431 |
|
|
2019
Q3 | $1.23M | Buy |
19,916
+1,769
| +10% | +$110K | 0.04% | 420 |
|
|
2019
Q2 | $1.32M | Buy |
18,147
+8,220
| +83% | +$596K | 0.05% | 390 |
|
|
2019
Q1 | $744K | Buy |
9,927
+1,907
| +24% | +$143K | 0.03% | 559 |
|
|
2018
Q4 | $450K | Buy |
+8,020
| New | +$450K | 0.02% | 632 |
|