Carolina 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
Q2 | $2.45K | Hold |
36
| – | – | ﹤0.01% | 216 |
|
|
2025
Q1 | $1.96K | Hold |
36
| – | – | ﹤0.01% | 229 |
|
|
2024
Q4 | $3.06K | Hold |
36
| – | – | ﹤0.01% | 227 |
|
|
2024
Q3 | $2.42K | Buy |
+36
| New | +$2.42K | ﹤0.01% | 272 |
|
|
2022
Q4 | – | Sell |
-21
| Closed | -$1K | – | 268 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 238 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 243 |
|
|
2021
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 245 |
|
|
2021
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 214 |
|
|
2021
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 228 |
|
|
2021
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 182 |
|
|
2020
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 188 |
|
|
2020
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 160 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 166 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 178 |
|