OIM
XYZ
Oder Investment Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,927
| Closed | -$121K | – | 100 |
|
|
2022
Q4 | $121K | Buy |
+1,927
| New | +$121K | 0.15% | 90 |
|
|
2022
Q2 | – | Sell |
-2,030
| Closed | -$275K | – | 91 |
|
|
2022
Q1 | $275K | Buy |
2,030
+160
| +9% | +$21.7K | 0.31% | 75 |
|
|
2021
Q4 | $302K | Sell |
1,870
-149
| -7% | -$24.1K | 0.43% | 63 |
|
|
2021
Q3 | $484K | Hold |
2,019
| – | – | 0.71% | 46 |
|
|
2021
Q2 | $492K | Sell |
2,019
-38
| -2% | -$9.26K | 0.64% | 46 |
|
|
2021
Q1 | $467K | Buy |
2,057
+728
| +55% | +$165K | 0.64% | 43 |
|
|
2020
Q4 | $289K | Buy |
+1,329
| New | +$289K | 0.28% | 72 |
|