Insight Capital Research & Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
$3.24M Sell
112,468
-32,163
-22% -$927K 1.83% 10
2017
Q2
$3.39M Buy
144,631
+3,940
+3% +$92.4K 1.99% 6
2017
Q1
$2.43M Buy
+140,691
New +$2.43M 1.37% 28