Kings Point Capital Management’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
Q1 | $176K | Hold |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $140K | Hold |
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|
2020
Q1 | $70K | Sell |
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|
2019
Q4 | $127K | Buy |
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|
2019
Q3 | $116K | Hold |
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|
2019
Q2 | $136K | Hold |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $105K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $14K | Buy |
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