Industrial Alliance 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
Q3
Sell
-600
Closed -$40K 169
2023
Q2
$40K Buy
+600
New +$40K 0.02% 139
2022
Q2
Sell
-443
Closed -$60K 435
2022
Q1
$60K Buy
443
+202
+84% +$27.4K ﹤0.01% 403
2021
Q4
$39K Buy
+241
New +$39K ﹤0.01% 386