Yorktown Management & Research Company’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 |
-2,011
| Closed | -$273K | – | 245 |
|
|
2022
Q1 | $273K | Buy |
+2,011
| New | +$273K | 0.23% | 171 |
|
|
2021
Q4 | – | Sell |
-1,100
| Closed | -$264K | – | 271 |
|
|
2021
Q3 | $264K | Hold |
1,100
| – | – | 0.2% | 202 |
|
|
2021
Q2 | $268K | Hold |
1,100
| – | – | 0.21% | 201 |
|
|
2021
Q1 | $250K | Sell |
1,100
-1,050
| -49% | -$239K | 0.21% | 190 |
|
|
2020
Q4 | $468K | Buy |
+2,150
| New | +$468K | 0.42% | 90 |
|