Kessler Investment Group’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 |
-19
| Closed | -$1K | – | 192 |
|
|
2022
Q2 | $1K | Sell |
19
-119
| -86% | -$6.26K | ﹤0.01% | 169 |
|
|
2022
Q1 | $19K | Buy |
138
+119
| +626% | +$16.4K | 0.01% | 119 |
|
|
2021
Q4 | $3K | Sell |
19
-213
| -92% | -$33.6K | ﹤0.01% | 165 |
|
|
2021
Q3 | $56K | Hold |
232
| – | – | 0.04% | 101 |
|
|
2021
Q2 | $57K | Buy |
+232
| New | +$57K | 0.05% | 77 |
|
|
2018
Q2 | – | Sell |
-7,685
| Closed | -$378K | – | 180 |
|
|
2018
Q1 | $378K | Sell |
7,685
-4,040
| -34% | -$199K | 0.48% | 43 |
|
|
2017
Q4 | $407K | Buy |
11,725
+6,695
| +133% | +$232K | 0.51% | 40 |
|
|
2017
Q3 | $145K | Buy |
+5,030
| New | +$145K | 0.19% | 45 |
|