Kuvari Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-153,915
| Closed | -$8.46M | – | 1 |
|
|
2022
Q3 | $8.46M | Buy |
+153,915
| New | +$8.46M | 100% | 1 |
|
|
2021
Q4 | – | Sell |
-77,490
| Closed | -$18.6M | – | 3 |
|
|
2021
Q3 | $18.6M | Sell |
77,490
-164,918
| -68% | -$39.6M | 29.69% | 2 |
|
|
2021
Q2 | $59.1M | Buy |
+242,408
| New | +$59.1M | 23.15% | 3 |
|