Capital Bank & Trust’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 | – | Sell |
-155
| Closed | -$8K | – | 686 |
|
|
2020
Q1 | $8K | Sell |
155
-450
| -74% | -$23.2K | ﹤0.01% | 567 |
|
|
2019
Q4 | $38K | Buy |
605
+450
| +290% | +$28.3K | ﹤0.01% | 468 |
|
|
2019
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 560 |
|
|
2019
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 540 |
|
|
2019
Q1 | $12K | Hold |
155
| – | – | ﹤0.01% | 513 |
|
|
2018
Q4 | $9K | Sell |
155
-149
| -49% | -$8.65K | ﹤0.01% | 578 |
|
|
2018
Q3 | $30K | Buy |
304
+149
| +96% | +$14.7K | ﹤0.01% | 533 |
|
|
2018
Q2 | $10K | Buy |
+155
| New | +$10K | ﹤0.01% | 536 |
|