Vigilant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-210
| Closed | -$12K | – | 577 |
|
|
2022
Q3 | $12K | Buy |
+210
| New | +$12K | ﹤0.01% | 452 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$5K | – | 658 |
|
|
2021
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 583 |
|
|
2021
Q3 | $8K | Hold |
32
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $7K | Hold |
32
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $7K | Hold |
32
| – | – | ﹤0.01% | 302 |
|
|
2020
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 329 |
|
|
2020
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 311 |
|
|
2020
Q1 | $2K | Sell |
32
-226
| -88% | -$14.1K | ﹤0.01% | 314 |
|
|
2019
Q4 | $16K | Buy |
+258
| New | +$16K | ﹤0.01% | 403 |
|