Capital Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,693
| Closed | -$273K | – | 621 |
|
|
2021
Q4 | $273K | Sell |
1,693
-36
| -2% | -$5.81K | 0.01% | 487 |
|
|
2021
Q3 | $415K | Buy |
1,729
+399
| +30% | +$95.8K | 0.01% | 390 |
|
|
2021
Q2 | $324K | Buy |
1,330
+118
| +10% | +$28.7K | 0.01% | 435 |
|
|
2021
Q1 | $275K | Buy |
1,212
+139
| +13% | +$31.5K | 0.01% | 451 |
|
|
2020
Q4 | $233K | Sell |
1,073
-391
| -27% | -$84.9K | 0.01% | 460 |
|
|
2020
Q3 | $238K | Buy |
+1,464
| New | +$238K | 0.01% | 436 |
|