Ameritas Advisory Services’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 | $182K | Sell |
2,679
-3,334
| -55% | -$226K | 0.01% | 773 |
|
|
2025
Q1 | $364K | Buy |
+6,013
| New | +$364K | 0.01% | 650 |
|
|
2024
Q2 | – | Sell |
-3,531
| Closed | -$281K | – | 931 |
|
|
2024
Q1 | $281K | Buy |
+3,531
| New | +$281K | 0.01% | 727 |
|
|
2023
Q2 | – | Sell |
-2,097
| Closed | -$141K | – | 2617 |
|
|
2023
Q1 | $141K | Sell |
2,097
-1,088
| -34% | -$73.1K | 0.01% | 888 |
|
|
2022
Q4 | $200K | Buy |
+3,185
| New | +$200K | 0.01% | 827 |
|
|
2022
Q2 | – | Sell |
-3,006
| Closed | -$408K | – | 863 |
|
|
2022
Q1 | $408K | Sell |
3,006
-786
| -21% | -$107K | 0.01% | 560 |
|
|
2021
Q4 | $612K | Buy |
+3,792
| New | +$612K | 0.02% | 448 |
|