Patriot Investment Management Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,239
| Closed | -$439K | – | 256 |
|
|
2022
Q1 | $439K | Buy |
3,239
+30
| +0.9% | +$4.07K | 0.04% | 181 |
|
|
2021
Q4 | $518K | Buy |
3,209
+67
| +2% | +$10.8K | 0.04% | 173 |
|
|
2021
Q3 | $753K | Sell |
3,142
-28
| -0.9% | -$6.71K | 0.07% | 134 |
|
|
2021
Q2 | $772K | Buy |
3,170
+174
| +6% | +$42.4K | 0.07% | 132 |
|
|
2021
Q1 | $680K | Buy |
2,996
+208
| +7% | +$47.2K | 0.07% | 139 |
|
|
2020
Q4 | $606K | Sell |
2,788
-131
| -4% | -$28.5K | 0.09% | 106 |
|
|
2020
Q3 | $474K | Sell |
2,919
-598
| -17% | -$97.1K | 0.06% | 149 |
|
|
2020
Q2 | $369K | Buy |
+3,517
| New | +$369K | 0.05% | 169 |
|