Lloyd Park’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$748K Buy
13,600
+4,100
+43% +$226K 0.92% 36
2022
Q2
$584K Buy
9,500
+2,365
+33% +$145K 0.61% 44
2022
Q1
$968K Buy
7,135
+3,365
+89% +$457K 1.07% 29
2021
Q4
$609K Buy
+3,770
New +$609K 0.34% 63