WCM Investment 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
Q2 | – | Sell |
-24,141
| Closed | -$3.27M | – | 214 |
|
|
2022
Q1 | $3.27M | Buy |
24,141
+4,979
| +26% | +$675K | 0.01% | 156 |
|
|
2021
Q4 | $3.1M | Buy |
19,162
+6,485
| +51% | +$1.05M | 0.01% | 164 |
|
|
2021
Q3 | $3.04M | Buy |
12,677
+2,898
| +30% | +$695K | 0.01% | 161 |
|
|
2021
Q2 | $2.38M | Buy |
+9,779
| New | +$2.38M | 0.01% | 155 |
|