G&S Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$26K | – | 205 |
|
|
2020
Q1 | $26K | Hold |
500
| – | – | 0.05% | 112 |
|
|
2019
Q4 | $31K | Hold |
500
| – | – | 0.02% | 149 |
|
|
2019
Q3 | $31K | Hold |
500
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $36K | Hold |
500
| – | – | 0.02% | 138 |
|
|
2019
Q1 | $37K | Hold |
500
| – | – | 0.02% | 130 |
|
|
2018
Q4 | $28K | Hold |
500
| – | – | 0.03% | 120 |
|
|
2018
Q3 | $50K | Hold |
500
| – | – | 0.03% | 124 |
|
|
2018
Q2 | $31K | Hold |
500
| – | – | 0.02% | 137 |
|
|
2018
Q1 | $25K | Buy |
+500
| New | +$25K | 0.02% | 141 |
|