Permanens Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-14
| Closed | -$3K | – | 110 |
|
|
2021
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 102 |
|
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 118 |
|
|
2020
Q4 | $3K | Buy |
14
+2
| +17% | +$429 | ﹤0.01% | 117 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 112 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 111 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 110 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 130 |
|