Kessler Investment Group’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$1K Sell
2022
Q1
$19K Buy
2021
Q4
$3K Sell
2021
Q3
$56K Hold
2021
Q2
$57K Buy
2018
Q2
Sell
2018
Q1
$378K Sell
2017
Q4
$407K Buy
2017
Q3
$145K Buy