Highlander Capital Management’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 | $47.5K | Hold |
562
| – | – | 0.02% | 401 |
|
|
2023
Q4 | $43.5K | Sell |
562
-100
| -15% | -$7.74K | 0.02% | 415 |
|
|
2023
Q3 | $29K | Buy |
662
+62
| +10% | +$2.72K | 0.01% | 457 |
|
|
2023
Q2 | $40K | Hold |
600
| – | – | 0.02% | 354 |
|
|
2023
Q1 | $41K | Sell |
600
-100
| -14% | -$6.83K | 0.02% | 339 |
|
|
2022
Q4 | $44K | Hold |
700
| – | – | 0.02% | 315 |
|
|
2022
Q3 | $38K | Buy |
700
+25
| +4% | +$1.36K | 0.02% | 314 |
|
|
2022
Q2 | $41K | Buy |
+675
| New | +$41K | 0.02% | 317 |
|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$63K | – | 632 |
|
|
2020
Q1 | $63K | Buy |
1,200
+300
| +33% | +$15.8K | 0.05% | 248 |
|
|
2019
Q4 | $56K | Sell |
900
-500
| -36% | -$31.1K | 0.03% | 284 |
|
|
2019
Q3 | $87K | Buy |
1,400
+500
| +56% | +$31.1K | 0.05% | 240 |
|
|
2019
Q2 | $65K | Hold |
900
| – | – | 0.04% | 287 |
|
|
2019
Q1 | $67K | Hold |
900
| – | – | 0.04% | 283 |
|
|
2018
Q4 | $50K | Buy |
+900
| New | +$50K | 0.03% | 311 |
|