RegentAtlantic Capital’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
Q3
Sell
2022
Q2
$217K Sell
2022
Q1
$535K Buy
2021
Q4
$494K Buy
2021
Q3
$477K Buy
2021
Q2
$421K Buy
2021
Q1
$247K Buy
2020
Q4
Sell
2020
Q3
$332K Buy
2018
Q4
Sell
2018
Q3
$249K Buy