Moseley Investment Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,818
| Closed | -$480K | – | 154 |
|
|
2022
Q2 | $480K | Sell |
7,818
-1,026
| -12% | -$63K | 0.34% | 79 |
|
|
2022
Q1 | $1.2M | Sell |
8,844
-291
| -3% | -$39.5K | 0.65% | 44 |
|
|
2021
Q4 | $1.48M | Sell |
9,135
-398
| -4% | -$64.3K | 0.67% | 49 |
|
|
2021
Q3 | $2.28M | Buy |
9,533
+246
| +3% | +$58.9K | 1.14% | 27 |
|
|
2021
Q2 | $2.26M | Buy |
9,287
+219
| +2% | +$53.4K | 1.12% | 26 |
|
|
2021
Q1 | $2.06M | Buy |
9,068
+2,423
| +36% | +$550K | 1.14% | 23 |
|
|
2020
Q4 | $1.45M | Buy |
6,645
+2,314
| +53% | +$504K | 0.84% | 33 |
|
|
2020
Q3 | $704K | Buy |
+4,331
| New | +$704K | 0.5% | 56 |
|