MMBG Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,220
| Closed | -$1.14M | – | 168 |
|
|
2022
Q4 | $1.14M | Hold |
24,220
| – | – | 0.15% | 82 |
|
|
2022
Q3 | $1.38M | Hold |
24,220
| – | – | 0.18% | 73 |
|
|
2022
Q2 | $1.26M | Hold |
24,220
| – | – | 0.16% | 79 |
|
|
2022
Q1 | $1.57M | Sell |
24,220
-2,506
| -9% | -$162K | 0.16% | 73 |
|
|
2021
Q4 | $2.05M | Buy |
+26,726
| New | +$2.05M | 0.2% | 68 |
|