InterOcean Capital Group’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
-3,220
Closed -$214K 473
2023
Q2
$214K Sell
3,220
-1,891
-37% -$126K 0.01% 409
2023
Q1
$351K Buy
5,111
+442
+9% +$30.3K 0.01% 300
2022
Q4
$293K Buy
4,669
+138
+3% +$8.67K 0.01% 334
2022
Q3
$249K Buy
+4,531
New +$249K 0.01% 335