Johnson Financial Group LLC (Colorado)’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-40,420
Closed -$2.48M 55
2022
Q2
$2.48M Sell
40,420
-1
-0% -$61 0.5% 13
2022
Q1
$5.48M Buy
40,421
+11,875
+42% +$1.61M 0.92% 12
2021
Q4
$4.61M Buy
+28,546
New +$4.61M 0.75% 12