Jupiter Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,300
| Closed | -$771K | – | 433 |
|
|
2019
Q1 | $771K | Buy |
10,300
+7,700
| +296% | +$576K | 0.01% | 267 |
|
|
2018
Q4 | $145K | Buy |
+2,600
| New | +$145K | ﹤0.01% | 330 |
|
|
2018
Q2 | – | Sell |
-20,400
| Closed | -$1M | – | 458 |
|
|
2018
Q1 | $1M | Buy |
20,400
+2,000
| +11% | +$98.3K | 0.01% | 274 |
|
|
2017
Q4 | $637K | Buy |
+18,400
| New | +$637K | 0.01% | 285 |
|
|
2017
Q3 | – | Sell |
-25,200
| Closed | -$591K | – | 465 |
|
|
2017
Q2 | $591K | Buy |
25,200
+17,600
| +232% | +$413K | 0.01% | 303 |
|
|
2017
Q1 | $131K | Buy |
+7,600
| New | +$131K | ﹤0.01% | 347 |
|