Ergoteles’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 |
-59,041
| Closed | -$14.4M | – | 1756 |
|
|
2021
Q2 | $14.4M | Buy |
+59,041
| New | +$14.4M | 0.33% | 84 |
|
|
2021
Q1 | – | Sell |
-120,009
| Closed | -$26.1M | – | 1110 |
|
|
2020
Q4 | $26.1M | Buy |
120,009
+55,892
| +87% | +$12.2M | 0.87% | 25 |
|
|
2020
Q3 | $10.4M | Buy |
+64,117
| New | +$10.4M | 1.38% | 13 |
|