Emerald Advisers’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,330
| Closed | -$324K | – | 293 |
|
|
2021
Q2 | $324K | Buy |
+1,330
| New | +$324K | 0.01% | 218 |
|
|
2018
Q4 | – | Sell |
-4,831
| Closed | -$478K | – | 271 |
|
|
2018
Q3 | $478K | Sell |
4,831
-1,670
| -26% | -$165K | 0.02% | 211 |
|
|
2018
Q2 | $401K | Sell |
6,501
-196
| -3% | -$12.1K | 0.02% | 215 |
|
|
2018
Q1 | $329K | Buy |
+6,697
| New | +$329K | 0.01% | 224 |
|