Avion Wealth’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 | $11K | Sell |
173
-41
| -19% | -$2.61K | ﹤0.01% | 455 |
|
|
2025
Q1 | $18K | Hold |
214
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $18K | Sell |
214
-90
| -30% | -$7.57K | ﹤0.01% | 304 |
|
|
2024
Q3 | $20K | Sell |
304
-98
| -24% | -$6.45K | 0.01% | 260 |
|
|
2024
Q2 | $25K | Buy |
402
+293
| +269% | +$18.2K | 0.01% | 221 |
|
|
2024
Q1 | $10K | Buy |
109
+11
| +11% | +$1.01K | ﹤0.01% | 322 |
|
|
2023
Q4 | $8K | Buy |
98
+73
| +292% | +$5.96K | ﹤0.01% | 319 |
|
|
2023
Q3 | $1K | Sell |
25
-16
| -39% | -$640 | ﹤0.01% | 763 |
|
|
2023
Q2 | $2K | Buy |
41
+13
| +46% | +$634 | ﹤0.01% | 511 |
|
|
2023
Q1 | $1K | Buy |
28
+3
| +12% | +$107 | ﹤0.01% | 503 |
|
|
2022
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $1K | Sell |
25
-12
| -32% | -$480 | ﹤0.01% | 499 |
|
|
2022
Q2 | $2K | Buy |
37
+12
| +48% | +$649 | ﹤0.01% | 413 |
|
|
2022
Q1 | $3K | Sell |
25
-165
| -87% | -$19.8K | ﹤0.01% | 329 |
|
|
2021
Q4 | $31K | Hold |
190
| – | – | 0.01% | 154 |
|
|
2021
Q3 | $46K | Hold |
190
| – | – | 0.01% | 131 |
|
|
2021
Q2 | $46K | Buy |
190
+165
| +660% | +$39.9K | 0.01% | 130 |
|
|
2021
Q1 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 254 |
|