Alpha Cubed Investments’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $804K | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $729K | Sell |
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|
2020
Q4 | $716K | Buy |
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|
2020
Q3 | $494K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $323K | Sell |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Buy |
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|
2018
Q2 | $211K | Buy |
|