Gries Financial’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
-7,358
Closed -$1.19M 168
2021
Q4
$1.19M Sell
7,358
-128
-2% -$20.7K 0.49% 56
2021
Q3
$1.8M Hold
7,486
0.56% 52
2021
Q2
$1.99M Sell
7,486
-875
-10% -$233K 0.64% 48
2021
Q1
$1.65M Buy
+8,361
New +$1.65M 0.53% 59