BA
XYZ

Bluesphere Advisors’s Block, Inc. XYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,146
Closed -$225K 96
2025
Q1
$225K Sell
4,146
-582
-12% -$31.6K 0.13% 79
2024
Q4
$402K Buy
4,728
+582
+14% +$49.5K 0.2% 64
2024
Q3
$278K Hold
4,146
0.14% 88
2024
Q2
$267K Hold
4,146
0.14% 84
2024
Q1
$351K Hold
4,146
0.19% 67
2023
Q4
$321K Buy
+4,146
New +$321K 0.2% 68