Clarius Group LLC’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,039
| Closed | -$329K | – | 532 |
|
|
2022
Q1 | $329K | Hold |
2,039
| – | – | 0.03% | 338 |
|
|
2021
Q4 | $329K | Sell |
2,039
-3
| -0.1% | -$484 | 0.03% | 338 |
|
|
2021
Q3 | $490K | Buy |
2,042
+20
| +1% | +$4.8K | 0.04% | 214 |
|
|
2021
Q2 | $493K | Buy |
2,022
+50
| +3% | +$12.2K | 0.04% | 211 |
|
|
2021
Q1 | $448K | Buy |
1,972
+136
| +7% | +$30.9K | 0.04% | 211 |
|
|
2020
Q4 | $400K | Buy |
+1,836
| New | +$400K | 0.04% | 210 |
|