Howard Capital Management Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,683
| Closed | -$228K | – | 108 |
|
|
2022
Q1 | $228K | Buy |
1,683
+125
| +8% | +$16.9K | 0.02% | 98 |
|
|
2021
Q4 | $252K | Hold |
1,558
| – | – | 0.02% | 97 |
|
|
2021
Q3 | $374K | Buy |
1,558
+58
| +4% | +$13.9K | 0.03% | 79 |
|
|
2021
Q2 | $366K | Hold |
1,500
| – | – | 0.03% | 79 |
|
|
2021
Q1 | $341K | Buy |
+1,500
| New | +$341K | 0.04% | 76 |
|