Fulton Bank’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$565K | – | 543 |
|
|
2021
Q4 | $565K | Sell |
3,500
-186
| -5% | -$30K | 0.02% | 315 |
|
|
2021
Q3 | $884K | Sell |
3,686
-381
| -9% | -$91.4K | 0.04% | 248 |
|
|
2021
Q2 | $992K | Sell |
4,067
-33
| -0.8% | -$8.05K | 0.05% | 227 |
|
|
2021
Q1 | $931K | Sell |
4,100
-419
| -9% | -$95.1K | 0.05% | 229 |
|
|
2020
Q4 | $984K | Buy |
4,519
+170
| +4% | +$37K | 0.05% | 213 |
|
|
2020
Q3 | $707K | Buy |
+4,349
| New | +$707K | 0.04% | 241 |
|