FMI
XYZ
F/M Investments’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,204
| Closed | -$3.22M | – | 88 |
|
|
2022
Q2 | $3.22M | Buy |
+13,204
| New | +$3.22M | 2.55% | 11 |
|
|
2021
Q4 | – | Sell |
-13,213
| Closed | -$3.17M | – | 102 |
|
|
2021
Q3 | $3.17M | Buy |
13,213
+9
| +0.1% | +$2.16K | 2.27% | 10 |
|
|
2021
Q2 | $3.22M | Buy |
13,204
+3,251
| +33% | +$793K | 2.55% | 11 |
|
|
2021
Q1 | $2.26M | Buy |
+9,953
| New | +$2.26M | 1.79% | 16 |
|