PA Capital’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-23,441
Closed -$1.23M 193
2020
Q1
$1.23M Sell
23,441
-331
-1% -$17.3K 1.09% 22
2019
Q4
$1.49M Sell
23,772
-119
-0.5% -$7.44K 1.32% 16
2019
Q3
$1.48M Buy
23,891
+7,282
+44% +$451K 1.46% 13
2019
Q2
$1.21M Buy
+16,609
New +$1.21M 1.1% 29