Means Investment Company’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 |
-1,638
| Closed | -$265K | – | 205 |
|
|
2021
Q4 | $265K | Sell |
1,638
-362
| -18% | -$58.6K | 0.05% | 164 |
|
|
2021
Q3 | $480K | Buy |
2,000
+139
| +7% | +$33.4K | 0.09% | 112 |
|
|
2021
Q2 | $454K | Buy |
1,861
+586
| +46% | +$143K | 0.09% | 120 |
|
|
2021
Q1 | $289K | Buy |
1,275
+31
| +2% | +$7.03K | 0.07% | 146 |
|
|
2020
Q4 | $331K | Buy |
1,244
+166
| +15% | +$44.2K | 0.08% | 139 |
|
|
2020
Q3 | $214K | Buy |
+1,078
| New | +$214K | 0.06% | 139 |
|