HeadInvest LLC’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,013
| Closed | -$43.8K | – | 731 |
|
|
2023
Q3 | $43.8K | Buy |
+1,013
| New | +$43.8K | 0.01% | 365 |
|
|
2021
Q4 | – | Sell |
-988
| Closed | -$237K | – | 239 |
|
|
2021
Q3 | $237K | Sell |
988
-360
| -27% | -$86.4K | 0.04% | 202 |
|
|
2021
Q2 | $328K | Sell |
1,348
-5
| -0.4% | -$1.22K | 0.06% | 179 |
|
|
2021
Q1 | $307K | Sell |
1,353
-5
| -0.4% | -$1.14K | 0.06% | 181 |
|
|
2020
Q4 | $296K | Buy |
+1,358
| New | +$296K | 0.06% | 171 |
|