Principal Street Partners’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $344K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $755K | Buy |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $839K | Sell |
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|
2021
Q2 | $860K | Sell |
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|
2021
Q1 | $3.12M | Buy |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.18M | Hold |
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|
2020
Q2 | $762K | Sell |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $466K | Sell |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $471K | Buy |
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