Northeast Financial Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-915
Closed -$219K 48
2021
Q3
$219K Buy
915
+15
+2% +$3.6K 0.14% 42
2021
Q2
$219K Hold
900
0.14% 47
2021
Q1
$204K Buy
+900
New +$204K 0.14% 46