Cardan Capital Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $8.42M | Sell |
35,088
-644
| -2% | -$154K | 0.94% | 36 |
|
2021
Q2 | $8.71M | Sell |
35,732
-1,419
| -4% | -$346K | 0.97% | 30 |
|
2021
Q1 | $8.44M | Buy |
37,151
+35
| +0.1% | +$7.95K | 1.01% | 26 |
|
2020
Q4 | $8.08M | Buy |
37,116
+1,190
| +3% | +$259K | 1% | 27 |
|
2020
Q3 | $5.84M | Buy |
35,926
+23
| +0.1% | +$3.74K | 0.78% | 32 |
|
2020
Q2 | $3.77M | Buy |
+35,903
| New | +$3.77M | 0.54% | 61 |
|