PagnatoKarp Partners’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$625K Buy
2019
Q4
$563K Buy
2019
Q3
$283K Buy
2019
Q2
$302K Buy
2019
Q1
$289K Hold
2018
Q4
$216K Buy
2018
Q3
$372K Sell
2018
Q2
$289K Sell
2018
Q1
$246K Buy