Piedmont Investment Advisors’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 |
-30,590
| Closed | -$1.6M | – | 725 |
|
|
2020
Q1 | $1.6M | Buy |
30,590
+4,851
| +19% | +$254K | 0.06% | 235 |
|
|
2019
Q4 | $1.61M | Buy |
25,739
+690
| +3% | +$43.2K | 0.06% | 243 |
|
|
2019
Q3 | $1.55M | Buy |
25,049
+512
| +2% | +$31.7K | 0.06% | 234 |
|
|
2019
Q2 | $1.78M | Buy |
24,537
+3,002
| +14% | +$218K | 0.07% | 221 |
|
|
2019
Q1 | $1.61M | Buy |
21,535
+270
| +1% | +$20.2K | 0.07% | 234 |
|
|
2018
Q4 | $1.19M | Buy |
21,265
+548
| +3% | +$30.7K | 0.06% | 249 |
|
|
2018
Q3 | $2.05M | Buy |
+20,717
| New | +$2.05M | 0.09% | 201 |
|