Columbia Partners Investment Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$1.69M Sell
30,129
-24,365
-45% -$1.37M 0.66% 45
2018
Q3
$5.4M Hold
54,494
1.38% 19
2018
Q2
$3.36M Hold
54,494
0.96% 25
2018
Q1
$2.68M Buy
54,494
+17,550
+48% +$863K 0.34% 84
2017
Q4
$1.28M Buy
+36,944
New +$1.28M 0.17% 156