Bordeaux Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,459
| Closed | -$209K | – | 169 |
|
|
2024
Q4 | $209K | Buy |
+2,459
| New | +$209K | 0.03% | 150 |
|
|
2022
Q1 | – | Sell |
-1,298
| Closed | -$210K | – | 102 |
|
|
2021
Q4 | $210K | Buy |
1,298
+117
| +10% | +$18.9K | 0.1% | 91 |
|
|
2021
Q3 | $283K | Sell |
1,181
-188
| -14% | -$45.1K | 0.16% | 66 |
|
|
2021
Q2 | $334K | Buy |
1,369
+388
| +40% | +$94.7K | 0.19% | 63 |
|
|
2021
Q1 | $223K | Hold |
981
| – | – | 0.15% | 60 |
|
|
2020
Q4 | $214K | Buy |
+981
| New | +$214K | 0.16% | 58 |
|