TLP Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,352
| Closed | -$186K | – | 642 |
|
|
2017
Q4 | $186K | Buy |
+5,352
| New | +$186K | 0.13% | 157 |
|
|
2017
Q3 | – | Sell |
-10,966
| Closed | -$257K | – | 618 |
|
|
2017
Q2 | $257K | Sell |
10,966
-11,095
| -50% | -$260K | 0.24% | 75 |
|
|
2017
Q1 | $381K | Buy |
+22,061
| New | +$381K | 0.26% | 86 |
|