Vigilare Wealth 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
Q1
Sell
-1,577
Closed -$255K 180
2021
Q4
$255K Buy
+1,577
New +$255K 0.15% 152
2020
Q2
Sell
-4,115
Closed -$216K 150
2020
Q1
$216K Buy
+4,115
New +$216K 0.26% 92