Cavalier Investments’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,439
| Closed | -$1.54M | – | 113 |
|
|
2021
Q3 | $1.54M | Buy |
6,439
+1,189
| +23% | +$285K | 0.49% | 68 |
|
|
2021
Q2 | $1.28M | Hold |
5,250
| – | – | 0.46% | 83 |
|
|
2021
Q1 | $1.19M | Buy |
+5,250
| New | +$1.19M | 0.52% | 90 |
|
|
2019
Q2 | – | Sell |
-14,997
| Closed | -$1.12M | – | 148 |
|
|
2019
Q1 | $1.12M | Hold |
14,997
| – | – | 0.46% | 63 |
|
|
2018
Q4 | $841K | Buy |
+14,997
| New | +$841K | 0.27% | 77 |
|