DCF Advisers’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-20,000
Closed -$1.05M 68
2020
Q1
$1.05M Buy
20,000
+15,000
+300% +$786K 0.69% 27
2019
Q4
$313K Buy
+5,000
New +$313K 0.2% 46