Liberty One Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30
| Closed | -$2.01K | – | 185 |
|
|
2024
Q3 | $2.01K | Sell |
30
-192
| -86% | -$12.9K | ﹤0.01% | 177 |
|
|
2024
Q2 | $14K | Sell |
222
-17
| -7% | -$1.07K | ﹤0.01% | 176 |
|
|
2024
Q1 | $20.2K | Hold |
239
| – | – | ﹤0.01% | 164 |
|
|
2023
Q4 | $18.5K | Buy |
239
+113
| +90% | +$8.74K | ﹤0.01% | 144 |
|
|
2023
Q3 | $5.58K | Buy |
126
+16
| +15% | +$708 | ﹤0.01% | 154 |
|
|
2023
Q2 | $7.32K | Hold |
110
| – | – | ﹤0.01% | 153 |
|
|
2023
Q1 | $7.55K | Buy |
+110
| New | +$7.55K | ﹤0.01% | 148 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | -$1K | – | 171 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 171 |
|