PAX Financial 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
Q1
Sell
-2,357
Closed -$381K 227
2021
Q4
$381K Buy
2,357
+365
+18% +$59K 0.09% 152
2021
Q3
$478K Buy
1,992
+242
+14% +$58.1K 0.12% 134
2021
Q2
$427K Buy
1,750
+251
+17% +$61.2K 0.11% 135
2021
Q1
$340K Buy
+1,499
New +$340K 0.1% 130