Caldera Capital’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-16,900
Closed -$1.05M 17
2019
Q3
$1.05M Buy
+16,900
New +$1.05M 0.6% 16