Tuttle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,173
| Closed | -$286K | – | 273 |
|
|
2021
Q2 | $286K | Sell |
1,173
-93
| -7% | -$22.7K | 0.13% | 198 |
|
|
2021
Q1 | $287K | Sell |
1,266
-199
| -14% | -$45.1K | 0.11% | 187 |
|
|
2020
Q4 | $319K | Buy |
+1,465
| New | +$319K | 0.25% | 123 |
|
|
2020
Q3 | – | Sell |
-3,925
| Closed | -$412K | – | 201 |
|
|
2020
Q2 | $412K | Buy |
+3,925
| New | +$412K | 0.29% | 82 |
|