Summit Financial’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,906
| Closed | -$609K | – | 259 |
|
|
2022
Q2 | $609K | Sell |
9,906
-113
| -1% | -$6.95K | 0.06% | 143 |
|
|
2022
Q1 | $1.36M | Buy |
10,019
+7,981
| +392% | +$1.08M | 0.11% | 94 |
|
|
2021
Q4 | $329K | Buy |
2,038
+312
| +18% | +$50.4K | 0.03% | 206 |
|
|
2021
Q3 | $414K | Buy |
+1,726
| New | +$414K | 0.04% | 158 |
|