1620 Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Sell |
404
-989
| -71% | -$67.2K | 0.02% | 369 |
|
|
2025
Q1 | $75.7K | Sell |
1,393
-87
| -6% | -$4.73K | 0.06% | 248 |
|
|
2024
Q4 | $126K | Buy |
1,480
+1,472
| +18,400% | +$125K | 0.1% | 191 |
|
|
2024
Q3 | $510 | Buy |
+8
| New | +$510 | ﹤0.01% | 675 |
|
|
2023
Q4 | – | Sell |
-10,221
| Closed | -$440K | – | 156 |
|
|
2023
Q3 | $440K | Buy |
+10,221
| New | +$440K | 0.5% | 70 |
|
|
2023
Q2 | – | Sell |
-10,085
| Closed | -$355K | – | 154 |
|
|
2023
Q1 | $355K | Buy |
+10,085
| New | +$355K | 0.43% | 82 |
|