Domini Impact Investments’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $403K | Sell |
6,444
-8
| -0.1% | -$500 | 5.31% | 6 |
|
|
2019
Q3 | $399K | Buy |
6,452
+52
| +0.8% | +$3.22K | 6.19% | 6 |
|
|
2019
Q2 | $464K | Sell |
6,400
-1,706
| -21% | -$124K | 6.44% | 2 |
|
|
2019
Q1 | $607K | Sell |
8,106
-42
| -0.5% | -$3.15K | 9.31% | 1 |
|
|
2018
Q4 | $457K | Buy |
8,148
+209
| +3% | +$11.7K | 9.21% | 1 |
|
|
2018
Q3 | $786K | Hold |
7,939
| – | – | 11.16% | 1 |
|
|
2018
Q2 | $489K | Hold |
7,939
| – | – | 8.43% | 1 |
|
|
2018
Q1 | $391K | Sell |
7,939
-129
| -2% | -$6.35K | 7.67% | 4 |
|
|
2017
Q4 | $280K | Sell |
8,068
-26
| -0.3% | -$902 | 5.74% | 8 |
|
|
2017
Q3 | $233K | Buy |
+8,094
| New | +$233K | 5.3% | 10 |
|