Elkfork Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $345K | Buy |
5,566
+4,642
| +502% | +$288K | 0.01% | 690 |
|
|
2019
Q2 | $67K | Sell |
924
-2,882
| -76% | -$209K | ﹤0.01% | 988 |
|
|
2019
Q1 | $285K | Buy |
+3,806
| New | +$285K | 0.01% | 717 |
|
|
2017
Q4 | – | Sell |
-12,364
| Closed | -$356K | – | 1024 |
|
|
2017
Q3 | $356K | Hold |
12,364
| – | – | 0.01% | 577 |
|
|
2017
Q2 | $290K | Buy |
+12,364
| New | +$290K | 0.01% | 601 |
|