Capstone Financial Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$46K Sell
260
-140
-35% -$24.8K 0.04% 132
2020
Q2
$50K Buy
+400
New +$50K 0.04% 122