Capital Advisors Ltd’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 | $65K | Hold |
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|
2025
Q2 | $61K | Buy |
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|
2025
Q1 | $49K | Sell |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $79K | Buy |
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|
2024
Q2 | $71K | Buy |
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|
2024
Q1 | $93K | Hold |
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|
2023
Q4 | $85K | Buy |
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|
2023
Q3 | $49K | Buy |
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|
2023
Q2 | $60K | Sell |
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|
2023
Q1 | $65K | Hold |
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|
2022
Q4 | $60K | Buy |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $122K | Sell |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $196K | Hold |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $94K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $67K | Hold |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $89K | Hold |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $16K | Buy |
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