Alta Advisers’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 | $210K | Buy |
+3,094
| New | +$210K | 0.07% | 233 |
|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$114K | – | 413 |
|
|
2024
Q3 | $114K | Hold |
1,700
| – | – | 0.05% | 260 |
|
|
2024
Q2 | $110K | Hold |
1,700
| – | – | 0.05% | 243 |
|
|
2024
Q1 | $144K | Hold |
1,700
| – | – | 0.07% | 185 |
|
|
2023
Q4 | $131K | Hold |
1,700
| – | – | 0.07% | 191 |
|
|
2023
Q3 | $75.2K | Hold |
1,700
| – | – | 0.04% | 297 |
|
|
2023
Q2 | $113K | Hold |
1,700
| – | – | 0.06% | 210 |
|
|
2023
Q1 | $117K | Hold |
1,700
| – | – | 0.07% | 193 |
|
|
2022
Q4 | $107K | Hold |
1,700
| – | – | 0.06% | 205 |
|
|
2022
Q3 | $93K | Buy |
+1,700
| New | +$93K | 0.06% | 217 |
|