Scholtz & Company’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,132
| Closed | -$751K | – | 72 |
|
|
2021
Q3 | $751K | Buy |
3,132
+43
| +1% | +$10.3K | 0.27% | 45 |
|
|
2021
Q2 | $753K | Buy |
3,089
+550
| +22% | +$134K | 0.26% | 49 |
|
|
2021
Q1 | $576K | Buy |
2,539
+709
| +39% | +$161K | 0.22% | 48 |
|
|
2020
Q4 | $398K | Buy |
+1,830
| New | +$398K | 0.16% | 61 |
|