LVZ Inc’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,882
| Closed | -$255K | – | 120 |
|
|
2022
Q1 | $255K | Buy |
1,882
+123
| +7% | +$16.7K | 0.04% | 92 |
|
|
2021
Q4 | $284K | Buy |
1,759
+150
| +9% | +$24.2K | 0.04% | 90 |
|
|
2021
Q3 | $386K | Hold |
1,609
| – | – | 0.06% | 63 |
|
|
2021
Q2 | $392K | Buy |
1,609
+165
| +11% | +$40.2K | 0.06% | 67 |
|
|
2021
Q1 | $328K | Sell |
1,444
-926
| -39% | -$210K | 0.05% | 70 |
|
|
2020
Q4 | $516K | Buy |
2,370
+325
| +16% | +$70.8K | 0.09% | 54 |
|
|
2020
Q3 | $332K | Buy |
+2,045
| New | +$332K | 0.07% | 61 |
|