AllSquare 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
$68 Hold
1
﹤0.01% 528
2025
Q1
$54 Hold
1
﹤0.01% 528
2024
Q4
$85 Hold
1
﹤0.01% 525
2024
Q3
$67 Hold
1
﹤0.01% 529
2024
Q2
$64 Hold
1
﹤0.01% 524
2024
Q1
$85 Hold
1
﹤0.01% 521
2023
Q4
$77 Hold
1
﹤0.01% 522
2023
Q3
$44 Hold
1
﹤0.01% 536
2023
Q2
$59 Hold
1
﹤0.01% 553
2023
Q1
$69 Hold
1
﹤0.01% 545
2022
Q4
$63 Hold
1
﹤0.01% 522
2022
Q3
$0 Hold
1
﹤0.01% 539
2022
Q2
$0 Hold
1
﹤0.01% 550
2022
Q1
$0 Buy
+1
New ﹤0.01% 556