Intersect Capital’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
$289K Sell
2021
Q3
$620K Sell
2021
Q2
$670K Sell
2021
Q1
$636K Buy
2020
Q4
$354K Buy
2020
Q3
$224K Buy