Ratan Capital Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-44,785
| Closed | -$3.46M | – | 58 |
|
|
2023
Q4 | $3.46M | Buy |
+44,785
| New | +$3.46M | 2.26% | 16 |
|
|
2022
Q3 | – | Sell |
-30,970
| Closed | -$1.9M | – | 30 |
|
|
2022
Q2 | $1.9M | Buy |
+30,970
| New | +$1.9M | 1.6% | 12 |
|
|
2021
Q4 | – | Sell |
-13,000
| Closed | -$3.12M | – | 109 |
|
|
2021
Q3 | $3.12M | Sell |
13,000
-47,000
| -78% | -$11.3M | 0.4% | 49 |
|
|
2021
Q2 | $14.6M | Buy |
60,000
+15,000
| +33% | +$3.66M | 1.27% | 33 |
|
|
2021
Q1 | $10.2M | Buy |
+45,000
| New | +$10.2M | 1.12% | 32 |
|