Pinnacle Financial Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 600 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 537 |
|
|
2019
Q3 | – | Sell |
-5,217
| Closed | -$378K | – | 361 |
|
|
2019
Q2 | $378K | Sell |
5,217
-304
| -6% | -$22K | 0.03% | 263 |
|
|
2019
Q1 | $413K | Sell |
5,521
-464
| -8% | -$34.7K | 0.03% | 252 |
|
|
2018
Q4 | $336K | Sell |
5,985
-40
| -0.7% | -$2.25K | 0.03% | 254 |
|
|
2018
Q3 | $597K | Sell |
6,025
-212
| -3% | -$21K | 0.05% | 223 |
|
|
2018
Q2 | $384K | Buy |
+6,237
| New | +$384K | 0.04% | 243 |
|