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 |
|