Red Tortoise LLC’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29
| Closed | -$1.93K | – | 600 |
|
|
2023
Q2 | $1.93K | Buy |
29
+5
| +21% | +$333 | ﹤0.01% | 466 |
|
|
2023
Q1 | $1.65K | Hold |
24
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $1.51K | Buy |
+24
| New | +$1.51K | ﹤0.01% | 518 |
|
|
2021
Q4 | – | Sell |
-23
| Closed | -$1K | – | 560 |
|
|
2021
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 534 |
|