CMC Financial Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-20,267
Closed -$1.26M 54
2019
Q3
$1.26M Buy
20,267
+2,879
+17% +$178K 1.66% 11
2019
Q2
$1.26M Buy
+17,388
New +$1.26M 1.62% 10