New 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
Q1 | $10K | Hold |
44
| – | – | 0.01% | 106 |
|
|
2020
Q4 | $10K | Hold |
44
| – | – | 0.01% | 115 |
|
|
2020
Q3 | $7K | Hold |
44
| – | – | 0.01% | 110 |
|
|
2020
Q2 | $5K | Hold |
44
| – | – | 0.01% | 111 |
|
|
2020
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 99 |
|
|
2019
Q4 | $3K | Hold |
44
| – | – | 0.01% | 123 |
|
|
2019
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 122 |
|
|
2019
Q2 | $3K | Hold |
44
| – | – | 0.01% | 121 |
|
|
2019
Q1 | $3K | Hold |
44
| – | – | 0.01% | 123 |
|
|
2018
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 117 |
|