Cardiff Park 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
Q2 | $269K | Hold |
3,964
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $215K | Sell |
3,964
-170
| -4% | -$9.24K | 0.02% | 246 |
|
|
2024
Q4 | $351K | Hold |
4,134
| – | – | 0.03% | 191 |
|
|
2024
Q3 | $278K | Hold |
4,134
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $267K | Sell |
4,134
-500
| -11% | -$32.2K | 0.03% | 205 |
|
|
2024
Q1 | $392K | Hold |
4,634
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $358K | Buy |
+4,634
| New | +$358K | 0.04% | 168 |
|
|
2022
Q2 | – | Sell |
-2,173
| Closed | -$295K | – | 340 |
|
|
2022
Q1 | $295K | Buy |
2,173
+4
| +0.2% | +$543 | 0.04% | 190 |
|
|
2021
Q4 | $350K | Buy |
+2,169
| New | +$350K | 0.05% | 173 |
|