Aspire Private Capital’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17
| Closed | -$1.14K | – | 682 |
|
|
2024
Q3 | $1.14K | Hold |
17
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $1.1K | Hold |
17
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $1.44K | Hold |
17
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $1.31K | Hold |
17
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $752 | Hold |
17
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $1.13K | Hold |
17
| – | – | ﹤0.01% | 574 |
|
|
2023
Q1 | $1.17K | Hold |
17
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $1.07K | Hold |
17
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 421 |
|
|
2020
Q4 | $4K | Sell |
17
-300
| -95% | -$70.6K | ﹤0.01% | 334 |
|
|
2020
Q3 | $52K | Buy |
+317
| New | +$52K | 0.02% | 201 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$19K | – | 527 |
|
|
2019
Q4 | $19K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2019
Q2 | $22K | Hold |
300
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $22K | Hold |
300
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $17K | Buy |
+300
| New | +$17K | 0.01% | 273 |
|