United Maritime Capital’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,000
Closed -$271K 46
2022
Q1
$271K Sell
2,000
-150
-7% -$20.3K 0.74% 26
2021
Q4
$347K Hold
2,150
0.4% 41
2021
Q3
$516K Hold
2,150
0.57% 41
2021
Q2
$524K Buy
2,150
+150
+8% +$36.6K 0.4% 44
2021
Q1
$454K Buy
+2,000
New +$454K 0.37% 45