Bogart Wealth LLC’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.67K | Buy |
61
+60
| +6,000% | +$3.65K | ﹤0.01% | 1139 |
|
|
2025
Q4 | $65 | Sell |
1
-13
| -93% | -$897 | ﹤0.01% | 1561 |
|
|
2025
Q3 | $1.01K | Sell |
14
-5
| -26% | -$374 | ﹤0.01% | 1281 |
|
|
2025
Q2 | $1.29K | Sell |
19
-5
| -21% | -$291 | ﹤0.01% | 1188 |
|
|
2025
Q1 | $1.3K | Buy |
24
+16
| +200% | +$1.19K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $680 | Hold |
8
| – | – | ﹤0.01% | 1245 |
|
|
2024
Q3 | $537 | Hold |
8
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q2 | $516 | Sell |
8
-156
| -95% | -$10.9K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $13.9K | Buy |
164
+146
| +811% | +$10.6K | ﹤0.01% | 590 |
|
|
2023
Q4 | $1.39K | Hold |
18
| – | – | ﹤0.01% | 934 |
|
|
2023
Q3 | $797 | Hold |
18
| – | – | ﹤0.01% | 978 |
|
|
2023
Q2 | $1.2K | Sell |
18
-107
| -86% | -$6.68K | ﹤0.01% | 938 |
|
|
2023
Q1 | $8.58K | Sell |
125
-229
| -65% | -$17.1K | ﹤0.01% | 623 |
|
|
2022
Q4 | $22.2K | Sell |
354
-6
| -2% | -$370 | ﹤0.01% | 420 |
|
|
2022
Q3 | $20K | Sell |
360
-5
| -1% | -$354 | ﹤0.01% | 433 |
|
|
2022
Q2 | $22K | Hold |
365
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $49K | Buy |
365
+22
| +6% | +$2.66K | ﹤0.01% | 274 |
|
|
2021
Q4 | $55K | Sell |
343
-2
| -0.6% | -$433 | 0.01% | 251 |
|
|
2021
Q3 | $83K | Hold |
345
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $84K | Hold |
345
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $78K | Buy |
345
+10
| +3% | +$2.34K | 0.01% | 195 |
|
|
2020
Q4 | $72K | Buy |
335
+5
| +2% | +$975 | 0.01% | 179 |
|
|
2020
Q3 | $53K | Hold |
330
| – | – | 0.01% | 188 |
|
|
2020
Q2 | $35K | Hold |
330
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $17K | Hold |
330
| – | – | ﹤0.01% | 228 |
|
|
2019
Q4 | $21K | Buy |
+330
| New | +$21.1K | 0.01% | 232 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$1K | – | 392 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $1K | Sell |
20
-10
| -33% | -$706 | ﹤0.01% | 339 |
|
|
2018
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 294 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1.65K | ﹤0.01% | 338 |
|
Other funds holding XYZ
VCM
VPM
