Hillsdale Investment Management’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
-5,200
Closed -$230K 660
2023
Q3
$230K Sell
5,200
-1,600
-24% -$70.8K 0.02% 342
2023
Q2
$453K Buy
+6,800
New +$453K 0.04% 270