CIA
XYZ
CSat Investment Advisory’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-48,769
| Closed | -$7.93M | – | 988 |
|
|
2020
Q3 | $7.93M | Sell |
48,769
-289
| -0.6% | -$47K | 0.71% | 10 |
|
|
2020
Q2 | $5.15M | Buy |
49,058
+1,887
| +4% | +$198K | 0.62% | 11 |
|
|
2020
Q1 | $2.47M | Sell |
47,171
-5,124
| -10% | -$268K | 0.53% | 19 |
|
|
2019
Q4 | $3.27M | Sell |
52,295
-2,569
| -5% | -$161K | 0.86% | 11 |
|
|
2019
Q3 | $3.4M | Sell |
54,864
-3,681
| -6% | -$228K | 1.07% | 7 |
|
|
2019
Q2 | $4.25M | Buy |
58,545
+592
| +1% | +$42.9K | 1.5% | 6 |
|
|
2019
Q1 | $4.34M | Sell |
57,953
-4,203
| -7% | -$315K | 2.19% | 1 |
|
|
2018
Q4 | $3.49M | Sell |
62,156
-29,745
| -32% | -$1.67M | 2.08% | 2 |
|
|
2018
Q3 | $9.1M | Sell |
91,901
-48,964
| -35% | -$4.85M | 5.18% | 1 |
|
|
2018
Q2 | $8.68M | Buy |
+140,865
| New | +$8.68M | 4.63% | 1 |
|