Stansberry Asset Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-20,010
Closed -$1.25M 59
2019
Q4
$1.25M Buy
20,010
+3,482
+21% +$218K 0.51% 40
2019
Q3
$1.02M Buy
+16,528
New +$1.02M 0.45% 40