Chatham Capital Group’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 |
-1,752
| Closed | -$283K | – | 196 |
|
|
2021
Q4 | $283K | Hold |
1,752
| – | – | 0.05% | 168 |
|
|
2021
Q3 | $420K | Hold |
1,752
| – | – | 0.08% | 148 |
|
|
2021
Q2 | $427K | Buy |
1,752
+752
| +75% | +$183K | 0.08% | 147 |
|
|
2021
Q1 | $227K | Hold |
1,000
| – | – | 0.05% | 166 |
|
|
2020
Q4 | $218K | Buy |
+1,000
| New | +$218K | 0.05% | 155 |
|