Level Four Financial’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$334K Buy
1,392
+327
+31% +$78.5K 0.15% 186
2021
Q2
$260K Sell
1,065
-1,001
-48% -$244K 0.11% 241
2021
Q1
$469K Buy
2,066
+639
+45% +$145K 0.22% 128
2020
Q4
$311K Buy
+1,427
New +$311K 0.13% 205