River Global Investors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.26M | Sell |
14,835
-12,222
| -45% | -$1.04M | 0.25% | 71 |
|
2024
Q3 | $1.82M | Buy |
27,057
+1,030
| +4% | +$69.1K | 0.39% | 75 |
|
2024
Q2 | $1.68M | Buy |
26,027
+4,064
| +19% | +$262K | 0.46% | 68 |
|
2024
Q1 | $1.86M | Buy |
21,963
+3,409
| +18% | +$288K | 0.47% | 67 |
|
2023
Q4 | $1.44M | Buy |
18,554
+4,803
| +35% | +$371K | 0.27% | 113 |
|
2023
Q3 | $609K | Buy |
+13,751
| New | +$609K | 0.14% | 173 |
|