Stanley-Laman Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-133,591
| Closed | -$5.91M | – | 271 |
|
|
2023
Q3 | $5.91M | Sell |
133,591
-3,155
| -2% | -$140K | 1.01% | 24 |
|
|
2023
Q2 | $9.1M | Buy |
+136,746
| New | +$9.1M | 1.5% | 7 |
|
|
2023
Q1 | – | Sell |
-76,673
| Closed | -$4.82M | – | 262 |
|
|
2022
Q4 | $4.82M | Buy |
76,673
+10,365
| +16% | +$651K | 0.92% | 26 |
|
|
2022
Q3 | $3.65M | Buy |
+66,308
| New | +$3.65M | 0.69% | 41 |
|
|
2022
Q1 | – | Sell |
-10,310
| Closed | -$1.67M | – | 316 |
|
|
2021
Q4 | $1.67M | Buy |
+10,310
| New | +$1.67M | 0.2% | 155 |
|
|
2019
Q3 | – | Sell |
-4,489
| Closed | -$326K | – | 283 |
|
|
2019
Q2 | $326K | Hold |
4,489
| – | – | 0.08% | 221 |
|
|
2019
Q1 | $336K | Buy |
+4,489
| New | +$336K | 0.08% | 221 |
|