O'Neil Global Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,782
| Closed | -$574K | – | 69 |
|
|
2024
Q1 | $574K | Buy |
+6,782
| New | +$574K | 0.71% | 19 |
|
|
2021
Q4 | – | Sell |
-6,800
| Closed | -$1.63M | – | 105 |
|
|
2021
Q3 | $1.63M | Sell |
6,800
-14,400
| -68% | -$3.45M | 1.25% | 13 |
|
|
2021
Q2 | $5.17M | Buy |
21,200
+16,345
| +337% | +$3.99M | 1.62% | 16 |
|
|
2021
Q1 | $1.1M | Buy |
+4,855
| New | +$1.1M | 1.06% | 21 |
|