Turner Investments’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-112,130
| Closed | -$1.94M | – | 293 |
|
|
2017
Q1 | $1.94M | Sell |
112,130
-97,870
| -47% | -$1.69M | 1.26% | 11 |
|
|
2016
Q4 | $2.86M | Buy |
+210,000
| New | +$2.86M | 1.16% | 11 |
|
|
2016
Q2 | – | Sell |
-50,000
| Closed | -$764K | – | 249 |
|
|
2016
Q1 | $764K | Buy |
+50,000
| New | +$764K | 0.21% | 131 |
|