Fortis 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
2021
Q4
Sell
-8,081
Closed -$1.94M 112
2021
Q3
$1.94M Sell
8,081
-1,631
-17% -$391K 1.03% 36
2021
Q2
$2.37M Buy
+9,712
New +$2.37M 1.2% 28