Activest 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 | $6.45K | Sell |
95
-5
| -5% | -$340 | ﹤0.01% | 512 |
|
|
2025
Q1 | $5.43K | Buy |
100
+3
| +3% | +$163 | ﹤0.01% | 492 |
|
|
2024
Q4 | $8.24K | Buy |
97
+2
| +2% | +$170 | ﹤0.01% | 338 |
|
|
2024
Q3 | $6.38K | Hold |
95
| – | – | ﹤0.01% | 349 |
|
|
2024
Q2 | $6.13K | Sell |
95
-70
| -42% | -$4.52K | ﹤0.01% | 332 |
|
|
2024
Q1 | $14K | Buy |
165
+43
| +35% | +$3.64K | 0.01% | 197 |
|
|
2023
Q4 | $9.44K | Buy |
122
+80
| +190% | +$6.19K | 0.01% | 198 |
|
|
2023
Q3 | $1.86K | Buy |
+42
| New | +$1.86K | ﹤0.01% | 276 |
|
|
2023
Q2 | – | Sell |
-42
| Closed | -$2.88K | – | 441 |
|
|
2023
Q1 | $2.88K | Buy |
+42
| New | +$2.88K | ﹤0.01% | 237 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$3K | – | 628 |
|
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 316 |
|
|
2022
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 240 |
|
|
2021
Q3 | – | Sell |
-19
| Closed | -$5K | – | 416 |
|
|
2021
Q2 | $5K | Hold |
19
| – | – | ﹤0.01% | 267 |
|
|
2021
Q1 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 259 |
|