EPIQ Capital Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $230K | Buy |
+2,701
| New | +$230K | 0.06% | 70 |
|
|
2024
Q2 | – | Sell |
-2,701
| Closed | -$228K | – | 71 |
|
|
2024
Q1 | $228K | Sell |
2,701
-356
| -12% | -$30.1K | 0.09% | 54 |
|
|
2023
Q4 | $236K | Buy |
+3,057
| New | +$236K | 0.11% | 48 |
|
|
2023
Q3 | – | Sell |
-3,941
| Closed | -$262K | – | 57 |
|
|
2023
Q2 | $262K | Buy |
+3,941
| New | +$262K | 0.13% | 43 |
|
|
2022
Q2 | – | Sell |
-2,701
| Closed | -$366K | – | 52 |
|
|
2022
Q1 | $366K | Hold |
2,701
| – | – | 0.1% | 41 |
|
|
2021
Q4 | $436K | Hold |
2,701
| – | – | 0.08% | 42 |
|
|
2021
Q3 | $648K | Buy |
+2,701
| New | +$648K | 0.07% | 36 |
|