Zullo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-190
| Closed | -$11.9K | – | 739 |
|
|
2022
Q4 | $11.9K | Hold |
190
| – | – | 0.01% | 471 |
|
|
2022
Q3 | $10K | Buy |
190
+25
| +15% | +$1.32K | 0.01% | 497 |
|
|
2022
Q2 | $10K | Buy |
165
+10
| +6% | +$606 | 0.01% | 501 |
|
|
2022
Q1 | $21K | Buy |
155
+25
| +19% | +$3.39K | 0.01% | 421 |
|
|
2021
Q4 | $21K | Buy |
+130
| New | +$21K | 0.01% | 422 |
|