Column Capital Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $237K | Hold |
|
|||||
|
2023
Q2 | $357K | Hold |
|
|||||
|
2023
Q1 | $368K | Hold |
|
|||||
|
2022
Q4 | $337K | Buy |
|
|||||
|
2022
Q3 | $281K | Buy |
|
|||||
|
2022
Q2 | $299K | Hold |
|
|||||
|
2022
Q1 | $659K | Buy |
|
|||||
|
2021
Q4 | $641K | Buy |
|
|||||
|
2021
Q3 | $853K | Sell |
|
|||||
|
2021
Q2 | $888K | Sell |
|
|||||
|
2021
Q1 | $925K | Sell |
|
|||||
|
2020
Q4 | $965K | Sell |
|
|||||
|
2020
Q3 | $733K | Buy |
|
|||||
|
2020
Q2 | $346K | Buy |
|
|||||
|
2020
Q1 | $139K | Buy |
|