Gratus Capital’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-34,703
Closed -$8.32M 206
2021
Q3
$8.32M Buy
34,703
+1,364
+4% +$327K 0.89% 48
2021
Q2
$8.13M Buy
+33,339
New +$8.13M 0.9% 48