Gateway Advisory’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,075
Closed -$244K 115
2021
Q1
$244K Buy
1,075
+7
+0.7% +$1.59K 0.06% 64
2020
Q4
$232K Buy
+1,068
New +$232K 0.05% 63