Woodward Diversified Capital’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
Sell
-1,151
Closed -$276K 219
2021
Q3
$276K Buy
1,151
+46
+4% +$11K 0.17% 141
2021
Q2
$269K Buy
1,105
+52
+5% +$12.7K 0.15% 158
2021
Q1
$239K Sell
1,053
-2
-0.2% -$454 0.14% 167
2020
Q4
$230K Buy
+1,055
New +$230K 0.15% 138