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 |
|