Private Capital Group’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$52K Sell
2022
Q1
$239K Sell
2021
Q4
$285K Sell
2021
Q3
$459K Sell
2021
Q2
$470K Buy
2021
Q1
$421K Sell
2020
Q4
$691K Sell
2020
Q3
$555K Sell
2020
Q2
$364K Buy
2020
Q1
$146K Buy
2019
Q4
$118K Sell
2019
Q3
$123K Buy
2019
Q2
$81K Sell
2019
Q1
$106K Sell
2018
Q4
$110K Buy
2018
Q3
$162K Buy
2018
Q2
$80K Hold
2018
Q1
$64K Buy
2017
Q4
$42 Buy