Corient Capital Partners’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$340K Buy
2022
Q2
$320K Sell
2022
Q1
$1.03M Sell
2021
Q4
$1.83M Sell
2021
Q3
$3.1M Buy
2021
Q2
$2.67M Buy
2021
Q1
$2.16M Sell
2020
Q4
$2.28M Buy
2020
Q3
$693K Buy