Vicus Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,446
| Closed | -$347K | – | 245 |
|
|
2021
Q3 | $347K | Sell |
1,446
-25
| -2% | -$6K | 0.06% | 110 |
|
|
2021
Q2 | $359K | Buy |
1,471
+45
| +3% | +$11K | 0.06% | 115 |
|
|
2021
Q1 | $324K | Sell |
1,426
-756
| -35% | -$172K | 0.04% | 180 |
|
|
2020
Q4 | $475K | Buy |
2,182
+211
| +11% | +$45.9K | 0.06% | 139 |
|
|
2020
Q3 | $320K | Buy |
+1,971
| New | +$320K | 0.05% | 159 |
|