SCHF (GPE)’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-62,185
Closed -$6.53M 15
2020
Q2
$6.53M Sell
62,185
-134,483
-68% -$14.1M 0.47% 6
2020
Q1
$10.3M Buy
196,668
+66,674
+51% +$3.49M 0.99% 5
2019
Q4
$8.13M Buy
+129,994
New +$8.13M 0.53% 6