James Investment Research’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-443
Closed -$106K 533
2021
Q3
$106K Buy
+443
New +$106K 0.01% 335
2021
Q1
Sell
-477
Closed -$104K 569
2020
Q4
$104K Buy
+477
New +$104K 0.01% 321