Riverhead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $149K | Buy |
+2,400
| New | +$149K | 0.01% | 1229 |
|
|
2019
Q2 | – | Sell |
-1,523
| Closed | -$114K | – | 1535 |
|
|
2019
Q1 | $114K | Buy |
+1,523
| New | +$114K | ﹤0.01% | 1301 |
|
|
2017
Q4 | – | Sell |
-6,370
| Closed | -$184K | – | 1564 |
|
|
2017
Q3 | $184K | Hold |
6,370
| – | – | 0.01% | 1023 |
|
|
2017
Q2 | $149K | Buy |
+6,370
| New | +$149K | 0.01% | 1049 |
|