Sovarnum Capital’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 |
-3,000
| Closed | -$720K | – | 59 |
|
|
2021
Q3 | $720K | Sell |
3,000
-750
| -20% | -$180K | 0.68% | 51 |
|
|
2021
Q2 | $914K | Buy |
3,750
+1,750
| +88% | +$427K | 0.58% | 58 |
|
|
2021
Q1 | $454K | Sell |
2,000
-8,500
| -81% | -$1.93M | 0.34% | 61 |
|
|
2020
Q4 | $2.29M | Buy |
+10,500
| New | +$2.29M | 1.6% | 26 |
|
|
2019
Q2 | – | Sell |
-3,500
| Closed | -$262K | – | 60 |
|
|
2019
Q1 | $262K | Buy |
+3,500
| New | +$262K | 0.35% | 38 |
|