Fieldpoint Private Securities’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$13K Buy
2022
Q1
$26K Sell
2021
Q4
$94K Sell
2021
Q3
$210K Sell
2021
Q2
$243K Sell
2021
Q1
$858K Sell
2020
Q4
$1.07M Buy
2020
Q3
$502K Buy
2020
Q1
Sell
2019
Q4
$3K Buy
2019
Q3
$3K Buy