Eagle Capital Management (Louisiana)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40,311
| Closed | -$2.52M | – | 42 |
|
|
2019
Q4 | $2.52M | Buy |
40,311
+278
| +0.7% | +$17.4K | 1.32% | 28 |
|
|
2019
Q3 | $2.48M | Sell |
40,033
-60
| -0.1% | -$3.72K | 1.39% | 27 |
|
|
2019
Q2 | $2.91M | Buy |
40,093
+268
| +0.7% | +$19.4K | 1.58% | 27 |
|
|
2019
Q1 | $2.98M | Buy |
39,825
+173
| +0.4% | +$13K | 1.75% | 23 |
|
|
2018
Q4 | $2.22M | Sell |
39,652
-39,218
| -50% | -$2.2M | 1.67% | 28 |
|
|
2018
Q3 | $7.81M | Buy |
78,870
+270
| +0.3% | +$26.7K | 4.4% | 6 |
|
|
2018
Q2 | $4.85M | Sell |
78,600
-992
| -1% | -$61.1K | 3.05% | 9 |
|
|
2018
Q1 | $3.92M | Sell |
79,592
-1,781
| -2% | -$87.6K | 2.74% | 9 |
|
|
2017
Q4 | $2.82M | Buy |
81,373
+6,924
| +9% | +$240K | 1.52% | 30 |
|
|
2017
Q3 | $2.15M | Buy |
+74,449
| New | +$2.15M | 1.22% | 36 |
|