Highview 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
2022
Q4
Sell
-5,700
Closed -$313K 121
2022
Q3
$313K Buy
+5,700
New +$313K 0.23% 76
2022
Q1
Sell
-2,000
Closed -$323K 125
2021
Q4
$323K Buy
+2,000
New +$323K 0.21% 87