Orser Capital Management’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 |
-8,845
| Closed | -$2.12M | – | 100 |
|
|
2021
Q3 | $2.12M | Buy |
8,845
+190
| +2% | +$45.6K | 1.17% | 40 |
|
|
2021
Q2 | $2.11M | Hold |
8,655
| – | – | 1.09% | 40 |
|
|
2021
Q1 | $1.97M | Buy |
8,655
+50
| +0.6% | +$11.4K | 1.28% | 34 |
|
|
2020
Q4 | $1.87M | Buy |
8,605
+1,905
| +28% | +$415K | 1.19% | 35 |
|
|
2020
Q3 | $1.09M | Buy |
+6,700
| New | +$1.09M | 0.86% | 38 |
|