Field & Main Bank’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 | – | Sell |
-145
| Closed | -$20K | – | 359 |
|
|
2022
Q1 | $20K | Sell |
145
-3,093
| -96% | -$427K | 0.01% | 192 |
|
|
2021
Q4 | $523K | Sell |
3,238
-60
| -2% | -$9.69K | 0.3% | 86 |
|
|
2021
Q3 | $791K | Sell |
3,298
-80
| -2% | -$19.2K | 0.52% | 63 |
|
|
2021
Q2 | $824K | Buy |
3,378
+345
| +11% | +$84.2K | 0.53% | 62 |
|
|
2021
Q1 | $689K | Buy |
+3,033
| New | +$689K | 0.49% | 63 |
|