London & Capital Asset Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,000
Closed -$420K 109
2020
Q2
$420K Hold
4,000
0.07% 73
2020
Q1
$210K Hold
4,000
0.05% 76
2019
Q4
$250K Hold
4,000
0.04% 81
2019
Q3
$248K Buy
+4,000
New +$248K 0.04% 76