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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01K | Sell |
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|
2025
Q2 | $1.29K | Sell |
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|
2025
Q1 | $1.3K | Buy |
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|
2024
Q4 | $680 | Hold |
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|
2024
Q3 | $537 | Hold |
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|
2024
Q2 | $516 | Sell |
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|
2024
Q1 | $13.9K | Buy |
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|
2023
Q4 | $1.39K | Hold |
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|
2023
Q3 | $797 | Hold |
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|
2023
Q2 | $1.2K | Sell |
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|
2023
Q1 | $8.58K | Sell |
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|
2022
Q4 | $22.2K | Sell |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $55K | Sell |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $1K | Buy |
|