Harbour Capital Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,030
| Closed | -$279K | – | 305 |
|
|
2024
Q4 | $279K | Buy |
+3,030
| New | +$279K | 0.06% | 239 |
|
|
2019
Q3 | – | Sell |
-7,840
| Closed | -$569K | – | 215 |
|
|
2019
Q2 | $569K | Buy |
7,840
+955
| +14% | +$69.3K | 0.24% | 112 |
|
|
2019
Q1 | $516K | Sell |
6,885
-125
| -2% | -$9.37K | 0.23% | 118 |
|
|
2018
Q4 | $393K | Buy |
7,010
+3,510
| +100% | +$197K | 0.2% | 131 |
|
|
2018
Q3 | $347K | Buy |
+3,500
| New | +$347K | 0.14% | 132 |
|