Firsthand Capital Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$524K | – | 55 |
|
|
2020
Q1 | $524K | Sell |
10,000
-30,000
| -75% | -$1.57M | 0.42% | 30 |
|
|
2019
Q4 | $2.5M | Hold |
40,000
| – | – | 0.97% | 30 |
|
|
2019
Q3 | $2.48M | Buy |
40,000
+10,000
| +33% | +$620K | 1% | 31 |
|
|
2019
Q2 | $2.18M | Hold |
30,000
| – | – | 0.84% | 31 |
|
|
2019
Q1 | $2.25M | Buy |
+30,000
| New | +$2.25M | 0.84% | 29 |
|