Avitas Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $838K | Buy |
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|
2023
Q2 | $973K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $927K | Buy |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $914K | Buy |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $3.91M | Sell |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $3.64M | Sell |
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|
2020
Q4 | $5.44M | Buy |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $621K | Buy |
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