Decatur Capital Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,783
| Closed | -$513K | – | 63 |
|
|
2022
Q1 | $513K | Buy |
3,783
+378
| +11% | +$51.3K | 0.3% | 60 |
|
|
2021
Q4 | $550K | Sell |
3,405
-45
| -1% | -$7.27K | 0.33% | 58 |
|
|
2021
Q3 | $827K | Sell |
3,450
-4,075
| -54% | -$977K | 0.55% | 51 |
|
|
2021
Q2 | $1.84M | Sell |
7,525
-4,950
| -40% | -$1.21M | 0.57% | 55 |
|
|
2021
Q1 | $2.83M | Buy |
+12,475
| New | +$2.83M | 0.98% | 42 |
|