Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $4.73K | Hold |
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|
2024
Q4 | $7.39K | Hold |
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|
2024
Q3 | $5.84K | Hold |
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|
2024
Q2 | $5.61K | Hold |
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|
2024
Q1 | $7.36K | Hold |
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|
2023
Q4 | $6.73K | Hold |
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|
2023
Q3 | $3.5K | Hold |
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|
2023
Q2 | $5.79K | Hold |
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|
2023
Q1 | $5.97K | Hold |
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|
2022
Q4 | $5.47K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $81K | Sell |
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|
2020
Q4 | $85K | Buy |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q2 | $9K | Buy |
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