Zacks 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 |
-2,104
| Closed | -$285K | – | 668 |
|
|
2022
Q1 | $285K | Sell |
2,104
-3,411
| -62% | -$462K | ﹤0.01% | 525 |
|
|
2021
Q4 | $890K | Sell |
5,515
-57,351
| -91% | -$9.26M | 0.01% | 387 |
|
|
2021
Q3 | $15.1M | Sell |
62,866
-7,909
| -11% | -$1.9M | 0.24% | 101 |
|
|
2021
Q2 | $17.3M | Buy |
70,775
+34,795
| +97% | +$8.48M | 0.28% | 96 |
|
|
2021
Q1 | $8.17M | Sell |
35,980
-33,343
| -48% | -$7.57M | 0.15% | 136 |
|
|
2020
Q4 | $15.1M | Buy |
69,323
+10,643
| +18% | +$2.32M | 0.28% | 100 |
|
|
2020
Q3 | $9.54M | Buy |
58,680
+9,169
| +19% | +$1.49M | 0.19% | 115 |
|
|
2020
Q2 | $5.2M | Buy |
49,511
+11,005
| +29% | +$1.15M | 0.11% | 136 |
|
|
2020
Q1 | $2.02M | Sell |
38,506
-1,108
| -3% | -$58K | 0.05% | 191 |
|
|
2019
Q4 | $2.48M | Buy |
+39,614
| New | +$2.48M | 0.05% | 230 |
|