Planning Capital Management Corporation’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$8.73K Sell
130
-651
-83% -$43.7K 0.01% 454
2024
Q2
$50.4K Hold
781
0.04% 190
2024
Q1
$66.1K Sell
781
-10
-1% -$846 0.05% 173
2023
Q4
$61.2K Buy
+791
New +$61.2K 0.05% 180