Harvest Investment Services’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,683
Closed -$1.52M 216
2023
Q4
$1.52M Buy
+19,683
New +$1.52M 0.7% 41