D.L. Carlson Investment Group’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
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $4.92M | Sell |
|
|||||
|
2021
Q3 | $7.33M | Sell |
|
|||||
|
2021
Q2 | $7.49M | Sell |
|
|||||
|
2021
Q1 | $8.46M | Sell |
|
|||||
|
2020
Q4 | $14.6M | Sell |
|
|||||
|
2020
Q3 | $11.1M | Sell |
|
|||||
|
2020
Q2 | $7.43M | Buy |
|
|||||
|
2020
Q1 | $2.96M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $2.87M | Buy |
|