Gideon Capital Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.84M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $868K | Sell |
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|
2018
Q4 | $660K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $793K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $494K | Buy |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $224K | Buy |
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