Symphony Financial’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,450
| Closed | -$1.29M | – | 205 |
|
|
2021
Q1 | $1.29M | Buy |
+5,450
| New | +$1.29M | 0.34% | 55 |
|
|
2020
Q4 | – | Sell |
-1,600
| Closed | -$260K | – | 157 |
|
|
2020
Q3 | $260K | Sell |
1,600
-2,200
| -58% | -$358K | 0.11% | 114 |
|
|
2020
Q2 | $399K | Buy |
+3,800
| New | +$399K | 0.19% | 94 |
|