Zeke Capital Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$862K Sell
13,717
-1,023
-7% -$64.3K 0.06% 160
2022
Q3
$810K Hold
14,740
0.06% 148
2022
Q2
$906K Buy
14,740
+2,497
+20% +$153K 0.06% 140
2022
Q1
$1.66M Buy
+12,243
New +$1.66M 0.08% 101