South Shore Capital Advisors’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
-5,570
Closed -$1.27M 135
2021
Q1
$1.27M Buy
5,570
+2,400
+76% +$545K 1.26% 17
2020
Q4
$689K Buy
+3,170
New +$689K 0.68% 40