NIA Impact Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,637
| Closed | -$1.31M | – | 71 |
|
|
2022
Q1 | $1.31M | Sell |
9,637
-20,372
| -68% | -$2.76M | 0.63% | 49 |
|
|
2021
Q4 | $3.27M | Sell |
30,009
-840
| -3% | -$91.5K | 1.73% | 21 |
|
|
2021
Q3 | $7.4M | Buy |
30,849
+4,275
| +16% | +$1.03M | 3.15% | 9 |
|
|
2021
Q2 | $6.48M | Buy |
26,574
+947
| +4% | +$231K | 3.16% | 11 |
|
|
2021
Q1 | $5.82M | Buy |
25,627
+153
| +0.6% | +$34.7K | 3.15% | 8 |
|
|
2020
Q4 | $6.1M | Buy |
+25,474
| New | +$6.1M | 3.18% | 8 |
|