Watermark Asset Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $41K | Hold |
730
| – | – | 0.02% | 100 |
|
|
2018
Q3 | $72K | Hold |
730
| – | – | 0.03% | 78 |
|
|
2018
Q2 | $45K | Hold |
730
| – | – | 0.02% | 94 |
|
|
2018
Q1 | $36K | Hold |
730
| – | – | 0.01% | 113 |
|
|
2017
Q4 | $25K | Hold |
730
| – | – | 0.01% | 133 |
|
|
2017
Q3 | $21K | Hold |
730
| – | – | 0.01% | 139 |
|
|
2017
Q2 | $17K | Hold |
730
| – | – | 0.01% | 149 |
|
|
2017
Q1 | $13K | Buy |
+730
| New | +$13K | 0.01% | 160 |
|