Kintegral Advisory’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,111
| Closed | -$771K | – | 283 |
|
|
2024
Q1 | $771K | Sell |
9,111
-28
| -0.3% | -$2.37K | 0.08% | 188 |
|
|
2023
Q4 | $707K | Sell |
9,139
-58
| -0.6% | -$4.49K | 0.08% | 188 |
|
|
2023
Q3 | $407K | Sell |
9,197
-5
| -0.1% | -$221 | 0.05% | 218 |
|
|
2023
Q2 | $613K | Hold |
9,202
| – | – | 0.07% | 191 |
|
|
2023
Q1 | $632K | Sell |
9,202
-494
| -5% | -$33.9K | 0.08% | 188 |
|
|
2022
Q4 | $609K | Buy |
+9,696
| New | +$609K | 0.08% | 191 |
|