Main Street Research’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-25,270
Closed -$4.08M 158
2021
Q4
$4.08M Sell
25,270
-24,929
-50% -$4.03M 0.32% 41
2021
Q3
$12M Buy
50,199
+2,215
+5% +$531K 1.05% 37
2021
Q2
$11.7M Buy
47,984
+39,087
+439% +$9.53M 0.94% 44
2021
Q1
$2.02M Buy
+8,897
New +$2.02M 0.19% 52