Freedom Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,002
| Closed | -$543K | – | 855 |
|
|
2022
Q1 | $543K | Sell |
4,002
-3,644
| -48% | -$494K | 0.05% | 448 |
|
|
2021
Q4 | $1.24M | Buy |
7,646
+37
| +0.5% | +$5.98K | 0.09% | 283 |
|
|
2021
Q3 | $1.83M | Buy |
7,609
+349
| +5% | +$83.7K | 0.14% | 193 |
|
|
2021
Q2 | $1.77M | Sell |
7,260
-375
| -5% | -$91.4K | 0.13% | 185 |
|
|
2021
Q1 | $1.73M | Buy |
+7,635
| New | +$1.73M | 0.13% | 177 |
|