Chilton Capital Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.43K | – | 617 |
|
|
2023
Q3 | $4.43K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $6.87K | Buy |
+100
| New | +$6.87K | ﹤0.01% | 478 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$9K | – | 633 |
|
|
2022
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 483 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$16K | – | 626 |
|
|
2021
Q4 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 438 |
|