Sumitomo Life Insurance’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 |
-15,619
| Closed | -$691K | – | 264 |
|
|
2023
Q3 | $691K | Sell |
15,619
-203
| -1% | -$8.99K | 0.02% | 217 |
|
|
2023
Q2 | $1.05M | Sell |
15,822
-3,958
| -20% | -$263K | 0.05% | 172 |
|
|
2023
Q1 | $1.36M | Buy |
19,780
+9,667
| +96% | +$664K | 0.11% | 142 |
|
|
2022
Q4 | $636K | Sell |
10,113
-527
| -5% | -$33.1K | 0.05% | 224 |
|
|
2022
Q3 | $585K | Buy |
10,640
+625
| +6% | +$34.4K | 0.02% | 231 |
|
|
2022
Q2 | $616K | Buy |
10,015
+112
| +1% | +$6.89K | 0.02% | 231 |
|
|
2022
Q1 | $1.34M | Buy |
9,903
+8,348
| +537% | +$1.13M | 0.03% | 170 |
|
|
2021
Q4 | $251K | Buy |
+1,555
| New | +$251K | 0.01% | 271 |
|