Intersect Capital’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 |
-1,827
| Closed | -$248K | – | 455 |
|
|
2022
Q1 | $248K | Buy |
1,827
+36
| +2% | +$4.89K | 0.05% | 361 |
|
|
2021
Q4 | $289K | Sell |
1,791
-792
| -31% | -$128K | 0.05% | 319 |
|
|
2021
Q3 | $620K | Sell |
2,583
-167
| -6% | -$40.1K | 0.11% | 161 |
|
|
2021
Q2 | $670K | Sell |
2,750
-50
| -2% | -$12.2K | 0.12% | 144 |
|
|
2021
Q1 | $636K | Buy |
2,800
+1,173
| +72% | +$266K | 0.13% | 133 |
|
|
2020
Q4 | $354K | Buy |
1,627
+250
| +18% | +$54.4K | 0.08% | 191 |
|
|
2020
Q3 | $224K | Buy |
+1,377
| New | +$224K | 0.06% | 212 |
|