Zuckerman Investment Group’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 |
-1,655
| Closed | -$224K | – | 120 |
|
|
2022
Q1 | $224K | Hold |
1,655
| – | – | 0.04% | 102 |
|
|
2021
Q4 | $267K | Hold |
1,655
| – | – | 0.04% | 101 |
|
|
2021
Q3 | $397K | Hold |
1,655
| – | – | 0.07% | 85 |
|
|
2021
Q2 | $403K | Hold |
1,655
| – | – | 0.06% | 85 |
|
|
2021
Q1 | $376K | Buy |
1,655
+480
| +41% | +$109K | 0.06% | 79 |
|
|
2020
Q4 | $256K | Buy |
+1,175
| New | +$256K | 0.05% | 75 |
|