RB Capital Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $924K | Buy |
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|
2021
Q4 | $915K | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $984K | Buy |
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|
2020
Q4 | $879K | Sell |
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|
2020
Q3 | $746K | Sell |
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|
2020
Q2 | $468K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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