Oxbow Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,250
| Closed | -$363K | – | 293 |
|
|
2021
Q4 | $363K | Hold |
2,250
| – | – | 0.03% | 216 |
|
|
2021
Q3 | $540K | Hold |
2,250
| – | – | 0.05% | 192 |
|
|
2021
Q2 | $549K | Hold |
2,250
| – | – | 0.06% | 199 |
|
|
2021
Q1 | $511K | Buy |
2,250
+1,220
| +118% | +$277K | 0.06% | 186 |
|
|
2020
Q4 | $224K | Buy |
+1,030
| New | +$224K | 0.03% | 235 |
|