Howard Capital Management (New York)’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $769K | Buy |
3,533
+33
| +0.9% | +$7.18K | 0.09% | 54 |
|
|
2020
Q3 | $569K | Hold |
3,500
| – | – | 0.07% | 58 |
|
|
2020
Q2 | $367K | Sell |
3,500
-2,500
| -42% | -$262K | 0.05% | 79 |
|
|
2020
Q1 | $314K | Hold |
6,000
| – | – | 0.05% | 78 |
|
|
2019
Q4 | $375K | Sell |
6,000
-6,000
| -50% | -$375K | 0.05% | 84 |
|
|
2019
Q3 | $743K | Buy |
+12,000
| New | +$743K | 0.11% | 71 |
|
|
2017
Q2 | – | Sell |
-30,000
| Closed | -$518K | – | 113 |
|
|
2017
Q1 | $518K | Buy |
+30,000
| New | +$518K | 0.09% | 74 |
|