Unigestion Holding’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
-4,723
Closed -$1.18M 243
2021
Q2
$1.18M Buy
4,723
+579
+14% +$144K 0.04% 141
2021
Q1
$941K Buy
4,144
+1,743
+73% +$396K 0.03% 161
2020
Q4
$523K Buy
+2,401
New +$523K 0.02% 195