NovaPoint Capital’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 |
-2,578
| Closed | -$350K | – | 142 |
|
|
2022
Q1 | $350K | Buy |
2,578
+696
| +37% | +$94.5K | 0.13% | 97 |
|
|
2021
Q4 | $304K | Buy |
1,882
+490
| +35% | +$79.2K | 0.11% | 104 |
|
|
2021
Q3 | $334K | Buy |
1,392
+37
| +3% | +$8.88K | 0.13% | 97 |
|
|
2021
Q2 | $330K | Buy |
1,355
+65
| +5% | +$15.8K | 0.14% | 90 |
|
|
2021
Q1 | $293K | Buy |
1,290
+73
| +6% | +$16.6K | 0.14% | 92 |
|
|
2020
Q4 | $265K | Buy |
+1,217
| New | +$265K | 0.14% | 94 |
|