FormulaFolio Investments’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,718
| Closed | -$1.9M | – | 829 |
|
|
2020
Q4 | $1.9M | Buy |
8,718
+7,479
| +604% | +$1.63M | 0.04% | 251 |
|
|
2020
Q3 | $201K | Buy |
+1,239
| New | +$201K | 0.01% | 309 |
|
|
2019
Q3 | – | Sell |
-3,948
| Closed | -$286K | – | 383 |
|
|
2019
Q2 | $286K | Buy |
3,948
+985
| +33% | +$71.4K | 0.01% | 275 |
|
|
2019
Q1 | $222K | Buy |
+2,963
| New | +$222K | 0.01% | 305 |
|