Samalin Investment Counsel’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,681
| Closed | -$381K | – | 247 |
|
|
2021
Q1 | $381K | Sell |
1,681
-1
| -0.1% | -$227 | 0.26% | 126 |
|
|
2020
Q4 | $366K | Sell |
1,682
-31
| -2% | -$6.75K | 0.27% | 122 |
|
|
2020
Q3 | $278K | Buy |
+1,713
| New | +$278K | 0.25% | 138 |
|
|
2020
Q1 | – | Sell |
-4,932
| Closed | -$308K | – | 528 |
|
|
2019
Q4 | $308K | Buy |
+4,932
| New | +$308K | 0.26% | 109 |
|