Capital Impact Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $339K | Buy |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $940K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.46M | Hold |
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|
2021
Q2 | $3.52M | Sell |
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|
2021
Q1 | $3.91M | Sell |
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|
2020
Q4 | $7.73M | Buy |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $4.04M | Buy |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $1.83M | Hold |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $2.89M | Hold |
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|
2019
Q1 | $2.26M | Hold |
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|
2018
Q4 | $2.26M | Hold |
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|
2018
Q3 | $3.97M | Hold |
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|
2018
Q2 | $2.49M | Hold |
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|
2018
Q1 | $1.99M | Sell |
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|
2017
Q4 | $2.5M | Hold |
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|
2017
Q3 | $2.07M | Buy |
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