QCM Cayman’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$326K | – | 329 |
|
|
2020
Q4 | $326K | Sell |
1,500
-1,398
| -48% | -$304K | 0.34% | 92 |
|
|
2020
Q3 | $471K | Buy |
+2,898
| New | +$471K | 0.82% | 24 |
|
|
2018
Q1 | – | Sell |
-17,129
| Closed | -$594K | – | 192 |
|
|
2017
Q4 | $594K | Buy |
+17,129
| New | +$594K | 2.46% | 3 |
|