Carolinas Wealth Consulting’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 | – | Sell |
-87
| Closed | -$4.73K | – | 1008 |
|
|
2025
Q1 | $4.73K | Hold |
87
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $7.4K | Hold |
87
| – | – | ﹤0.01% | 582 |
|
|
2024
Q3 | $5.84K | Hold |
87
| – | – | ﹤0.01% | 639 |
|
|
2024
Q2 | $5.61K | Hold |
87
| – | – | ﹤0.01% | 635 |
|
|
2024
Q1 | $7.36K | Hold |
87
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $6.73K | Hold |
87
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $3.5K | Hold |
87
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $5.79K | Hold |
87
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $5.97K | Hold |
87
| – | – | ﹤0.01% | 665 |
|
|
2022
Q4 | $5.47K | Hold |
87
| – | – | ﹤0.01% | 679 |
|
|
2022
Q3 | $5K | Hold |
87
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $5K | Sell |
87
-11
| -11% | -$632 | ﹤0.01% | 667 |
|
|
2022
Q1 | $13K | Sell |
98
-275
| -74% | -$36.5K | ﹤0.01% | 569 |
|
|
2021
Q4 | $60K | Sell |
373
-4
| -1% | -$643 | 0.01% | 341 |
|
|
2021
Q3 | $90K | Buy |
377
+1
| +0.3% | +$239 | 0.02% | 257 |
|
|
2021
Q2 | $92K | Buy |
376
+20
| +6% | +$4.89K | 0.02% | 275 |
|
|
2021
Q1 | $81K | Sell |
356
-35
| -9% | -$7.96K | 0.02% | 284 |
|
|
2020
Q4 | $85K | Buy |
391
+193
| +97% | +$42K | 0.02% | 254 |
|
|
2020
Q3 | $32K | Buy |
198
+111
| +128% | +$17.9K | 0.01% | 347 |
|
|
2020
Q2 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 359 |
|