True Capital Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$2.61M Buy
37,956
+124
+0.3% +$8.51K 1.78% 16
2022
Q4
$2.38M Buy
+37,832
New +$2.38M 1.93% 12