Enterprise Trust & Investment’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 | $22K | Hold |
350
| – | – | 0.01% | 169 |
|
|
2022
Q1 | $47K | Hold |
350
| – | – | 0.02% | 131 |
|
|
2021
Q4 | $57K | Hold |
350
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $84K | Hold |
350
| – | – | 0.03% | 107 |
|
|
2021
Q2 | $85K | Hold |
350
| – | – | 0.03% | 110 |
|
|
2021
Q1 | $79K | Hold |
350
| – | – | 0.04% | 107 |
|
|
2020
Q4 | $80K | Hold |
350
| – | – | 0.04% | 106 |
|
|
2020
Q3 | $57K | Hold |
350
| – | – | 0.03% | 109 |
|
|
2020
Q2 | $37K | Hold |
350
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $18K | Hold |
350
| – | – | 0.01% | 133 |
|
|
2019
Q4 | $22K | Hold |
350
| – | – | 0.01% | 134 |
|
|
2019
Q3 | $22K | Hold |
350
| – | – | 0.01% | 139 |
|
|
2019
Q2 | $25K | Buy |
+350
| New | +$25K | 0.02% | 123 |
|