InterOcean Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,500
| Closed | -$498K | – | 202 |
|
|
2020
Q1 | $498K | Hold |
9,500
| – | – | 0.04% | 113 |
|
|
2019
Q4 | $594K | Hold |
9,500
| – | – | 0.05% | 123 |
|
|
2019
Q3 | $589K | Hold |
9,500
| – | – | 0.05% | 128 |
|
|
2019
Q2 | $689K | Hold |
9,500
| – | – | 0.06% | 112 |
|
|
2019
Q1 | $712K | Sell |
9,500
-2,500
| -21% | -$187K | 0.07% | 107 |
|
|
2018
Q4 | $673K | Buy |
+12,000
| New | +$673K | 0.07% | 111 |
|