Diker Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,000
| Closed | -$664K | – | 41 |
|
|
2023
Q3 | $664K | Sell |
15,000
-15,000
| -50% | -$664K | 0.59% | 23 |
|
|
2023
Q2 | $2M | Hold |
30,000
| – | – | 1.67% | 13 |
|
|
2023
Q1 | $2.06M | Buy |
30,000
+20,000
| +200% | +$1.37M | 2.15% | 10 |
|
|
2022
Q4 | $628K | Hold |
10,000
| – | – | 0.72% | 21 |
|
|
2022
Q3 | $550K | Hold |
10,000
| – | – | 0.71% | 20 |
|
|
2022
Q2 | $615K | Sell |
10,000
-25,000
| -71% | -$1.54M | 0.76% | 14 |
|
|
2022
Q1 | $4.75M | Buy |
+35,000
| New | +$4.75M | 3.82% | 5 |
|
|
2021
Q4 | – | Sell |
-30,000
| Closed | -$7.2M | – | 43 |
|
|
2021
Q3 | $7.2M | Hold |
30,000
| – | – | 3.7% | 9 |
|
|
2021
Q2 | $7.31M | Buy |
30,000
+17,000
| +131% | +$4.14M | 3.21% | 11 |
|
|
2021
Q1 | $2.95M | Buy |
+13,000
| New | +$2.95M | 1.38% | 18 |
|