RPG Investment Advisory’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.98M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $6.27M | Buy |
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|
2021
Q3 | $6.66M | Buy |
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|
2021
Q2 | $6.74M | Buy |
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|
2021
Q1 | $6.12M | Buy |
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|
2020
Q4 | $5.21M | Sell |
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|
2020
Q3 | $4.78M | Sell |
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|
2020
Q2 | $4.15M | Buy |
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|
2020
Q1 | $81K | Sell |
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|
2019
Q4 | $6.29M | Buy |
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|
2019
Q3 | $6.18M | Buy |
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|
2019
Q2 | $5.42M | Buy |
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|
2019
Q1 | $781K | Buy |
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|
2018
Q4 | $470K | Hold |
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|
2018
Q3 | $830K | Sell |
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|
2018
Q2 | $531K | Hold |
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|
2018
Q1 | $424K | Buy |
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