KCL Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-75,000
| Closed | -$18.3M | – | 61 |
|
|
2021
Q2 | $18.3M | Buy |
75,000
+50,000
| +200% | +$12.2M | 2.65% | 13 |
|
|
2021
Q1 | $5.68M | Buy |
25,000
+22,978
| +1,136% | +$5.22M | 0.53% | 24 |
|
|
2020
Q4 | $440K | Buy |
2,022
+17
| +0.8% | +$3.7K | 0.04% | 57 |
|
|
2020
Q3 | $326K | Buy |
+2,005
| New | +$326K | 0.03% | 58 |
|