Insight Advisors’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 |
-3,007
| Closed | -$407K | – | 336 |
|
|
2022
Q1 | $407K | Sell |
3,007
-1,175
| -28% | -$159K | 0.12% | 209 |
|
|
2021
Q4 | $675K | Sell |
4,182
-1,018
| -20% | -$164K | 0.2% | 122 |
|
|
2021
Q3 | $1.29M | Sell |
5,200
-5
| -0.1% | -$1.24K | 0.38% | 68 |
|
|
2021
Q2 | $1.42M | Buy |
5,205
+1,489
| +40% | +$406K | 0.44% | 55 |
|
|
2021
Q1 | $910K | Buy |
3,716
+345
| +10% | +$84.5K | 0.29% | 98 |
|
|
2020
Q4 | $734K | Buy |
+3,371
| New | +$734K | 0.28% | 96 |
|