Plancorp LLC’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,150
| Closed | -$276K | – | 248 |
|
|
2021
Q3 | $276K | Buy |
1,150
+50
| +5% | +$12K | 0.02% | 195 |
|
|
2021
Q2 | $268K | Buy |
1,100
+11
| +1% | +$2.68K | 0.02% | 187 |
|
|
2021
Q1 | $247K | Buy |
1,089
+14
| +1% | +$3.18K | 0.05% | 184 |
|
|
2020
Q4 | $234K | Buy |
+1,075
| New | +$234K | 0.06% | 183 |
|