Monument Capital Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,446
Closed -$353K 154
2021
Q2
$353K Buy
1,446
+219
+18% +$53.5K 0.12% 110
2021
Q1
$279K Buy
+1,227
New +$279K 0.11% 95