IberiaBank’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,960
| Closed | -$215K | – | 253 |
|
|
2019
Q2 | $215K | Hold |
2,960
| – | – | 0.02% | 234 |
|
|
2019
Q1 | $222K | Buy |
+2,960
| New | +$222K | 0.03% | 232 |
|
|
2018
Q4 | – | Sell |
-2,975
| Closed | -$295K | – | 297 |
|
|
2018
Q3 | $295K | Buy |
+2,975
| New | +$295K | 0.04% | 226 |
|