Arax Advisory Partners’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 | $37.6K | Sell |
554
-206
| -27% | -$14K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $41.3K | Sell |
760
-322
| -30% | -$17.5K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $92K | Buy |
1,082
+32
| +3% | +$2.72K | 0.01% | 700 |
|
|
2024
Q3 | $70.5K | Buy |
1,050
+48
| +5% | +$3.22K | 0.01% | 592 |
|
|
2024
Q2 | $64.6K | Buy |
1,002
+300
| +43% | +$19.3K | 0.01% | 579 |
|
|
2024
Q1 | $59.4K | Buy |
+702
| New | +$59.4K | 0.01% | 461 |
|
|
2023
Q3 | – | Sell |
-16
| Closed | -$1.07K | – | 1382 |
|
|
2023
Q2 | $1.07K | Sell |
16
-52
| -76% | -$3.47K | ﹤0.01% | 1104 |
|
|
2023
Q1 | $4.67K | Hold |
68
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $4.27K | Buy |
+68
| New | +$4.27K | ﹤0.01% | 831 |
|
|
2022
Q3 | – | Sell |
-961
| Closed | -$59K | – | 1277 |
|
|
2022
Q2 | $59K | Buy |
961
+932
| +3,214% | +$57.2K | 0.01% | 405 |
|
|
2022
Q1 | $4K | Sell |
29
-41
| -59% | -$5.66K | ﹤0.01% | 853 |
|
|
2021
Q4 | $11K | Buy |
70
+46
| +192% | +$7.23K | ﹤0.01% | 644 |
|
|
2021
Q3 | $6K | Sell |
24
-1
| -4% | -$250 | ﹤0.01% | 748 |
|
|
2021
Q2 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 748 |
|
|
2020
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 622 |
|