Schnieders Capital Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $946K | Sell |
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|
2021
Q1 | $922K | Buy |
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|
2020
Q4 | $855K | Hold |
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|
2020
Q3 | $639K | Hold |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $318K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $316K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $500K | Sell |
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|
2018
Q2 | $333K | Buy |
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