First National Trust’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
-5,000
Closed -$1.22M 364
2021
Q2
$1.22M Hold
5,000
0.07% 175
2021
Q1
$1.14M Buy
5,000
+4,000
+400% +$908K 0.07% 182
2020
Q4
$218K Buy
+1,000
New +$218K 0.02% 297