Abound Wealth Management’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 | $1K | Buy |
15
+10
| +200% | +$669 | ﹤0.01% | 800 |
|
|
2025
Q1 | $284 | Sell |
5
-2
| -29% | -$114 | ﹤0.01% | 883 |
|
|
2024
Q4 | $616 | Sell |
7
-421
| -98% | -$37K | ﹤0.01% | 775 |
|
|
2024
Q3 | $28.7K | Buy |
428
+403
| +1,612% | +$27.1K | 0.01% | 237 |
|
|
2024
Q2 | $1.63K | Hold |
25
| – | – | ﹤0.01% | 661 |
|
|
2024
Q1 | $2.13K | Sell |
25
-14
| -36% | -$1.19K | ﹤0.01% | 673 |
|
|
2023
Q4 | $3.02K | Sell |
39
-140
| -78% | -$10.8K | ﹤0.01% | 603 |
|
|
2023
Q3 | $7.92K | Hold |
179
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $11.9K | Hold |
179
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $12.3K | Sell |
179
-66
| -27% | -$4.53K | 0.01% | 263 |
|
|
2022
Q4 | $15.4K | Sell |
245
-23
| -9% | -$1.45K | 0.01% | 214 |
|
|
2022
Q3 | $14.7K | Buy |
+268
| New | +$14.7K | 0.01% | 230 |
|