Vivid Financial Management’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
$390K Buy
2,412
+343
+17% +$55.5K 0.15% 80
2021
Q3
$496K Sell
2,069
-10
-0.5% -$2.4K 0.2% 62
2021
Q2
$507K Buy
2,079
+66
+3% +$16.1K 0.21% 69
2021
Q1
$457K Buy
2,013
+13
+0.7% +$2.95K 0.21% 72
2020
Q4
$435K Buy
+2,000
New +$435K 0.21% 80