United Capital Management of KS’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $285K | Sell |
|
|||||
|
2022
Q3 | $283K | Sell |
|
|||||
|
2022
Q2 | $980K | Sell |
|
|||||
|
2022
Q1 | $2.91M | Buy |
|
|||||
|
2021
Q4 | $3.07M | Buy |
|
|||||
|
2021
Q3 | $4.13M | Buy |
|
|||||
|
2021
Q2 | $4.01M | Buy |
|
|||||
|
2021
Q1 | $3.63M | Buy |
|
|||||
|
2020
Q4 | $3.33M | Buy |
|
|||||
|
2020
Q3 | $557K | Buy |
|
|||||
|
2020
Q2 | $320K | Buy |
|