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