FPCP
XYZ

Fort Point Capital Partners’s Block Inc XYZ Stock Holding History

Fort Point Capital Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,482
Closed -$201K – 307
2022
Q1 		$201K Sell
1,482
-349
-19% -$42.3K 0.03% 283
2021
Q4 		$296K Buy
1,831
+831
+83% +$180K 0.04% 227
2021
Q3 		$240K Hold
1,000
– – 0.04% 218
2021
Q2 		$244K Hold
1,000
– – 0.04% 147
2021
Q1 		$227K Sell
1,000
-1,050
-51% -$246K 0.05% 140
2020
Q4 		$446K Buy
2,050
+50
+3% +$9.75K 0.1% 93
2020
Q3 		$325K Sell
2,000
-700
-26% -$98.8K 0.08% 101
2020
Q2 		$283K Buy
+2,700
New +$207K 0.09% 105
2019
Q4 		– Sell
-3,250
Closed -$201K – 132
2019
Q3 		$201K Buy
+3,250
New +$221K 0.08% 112
2019
Q1 		– Sell
-1,700
Closed -$95K – 152
2018
Q4 		$95K Buy
+1,700
New +$120K 0.04% 139

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