Kingfisher 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
Q4 | – | Sell |
-8,823
| Closed | -$2.12M | – | 204 |
|
|
2021
Q3 | $2.12M | Sell |
8,823
-6,097
| -41% | -$1.46M | 0.55% | 74 |
|
|
2021
Q2 | $3.64M | Buy |
14,920
+171
| +1% | +$41.7K | 0.93% | 34 |
|
|
2021
Q1 | $3.35M | Buy |
14,749
+569
| +4% | +$129K | 0.94% | 29 |
|
|
2020
Q4 | $3.09M | Buy |
14,180
+634
| +5% | +$138K | 0.93% | 32 |
|
|
2020
Q3 | $2.2M | Buy |
13,546
+786
| +6% | +$128K | 0.79% | 43 |
|
|
2020
Q2 | $1.34M | Buy |
+12,760
| New | +$1.34M | 0.59% | 69 |
|