Guardian 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 |
-2,818
| Closed | -$676K | – | 189 |
|
|
2021
Q3 | $676K | Buy |
+2,818
| New | +$676K | 0.01% | 150 |
|
|
2019
Q3 | – | Sell |
-3,030
| Closed | -$220K | – | 187 |
|
|
2019
Q2 | $220K | Sell |
3,030
-723
| -19% | -$52.5K | ﹤0.01% | 178 |
|
|
2019
Q1 | $281K | Hold |
3,753
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $211K | Buy |
+3,753
| New | +$211K | ﹤0.01% | 182 |
|