Sage Rhino Capital’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,080
Closed -$263K 208
2021
Q2
$263K Buy
1,080
+7
+0.7% +$1.71K 0.08% 165
2021
Q1
$244K Buy
+1,073
New +$244K 0.08% 153