DSC Advisors’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 |
-1,875
| Closed | -$254K | – | 131 |
|
|
2022
Q1 | $254K | Buy |
+1,875
| New | +$254K | 0.09% | 104 |
|
|
2020
Q4 | – | Sell |
-1,890
| Closed | -$307K | – | 51 |
|
|
2020
Q3 | $307K | Buy |
+1,890
| New | +$307K | 0.21% | 29 |
|
|
2020
Q1 | – | Sell |
-3,427
| Closed | -$214K | – | 80 |
|
|
2019
Q4 | $214K | Buy |
+3,427
| New | +$214K | 0.1% | 71 |
|