CBIZ Investment Advisory Services’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 | $1.56K | Sell |
23
-60
| -72% | -$4.08K | ﹤0.01% | 568 |
|
|
2025
Q1 | $4.51K | Sell |
83
-140
| -63% | -$7.61K | ﹤0.01% | 408 |
|
|
2024
Q4 | $19K | Sell |
223
-211
| -49% | -$17.9K | ﹤0.01% | 224 |
|
|
2024
Q3 | $29.1K | Buy |
434
+230
| +113% | +$15.4K | ﹤0.01% | 143 |
|
|
2024
Q2 | $13.2K | Buy |
204
+84
| +70% | +$5.42K | ﹤0.01% | 232 |
|
|
2024
Q1 | $10.2K | Buy |
+120
| New | +$10.2K | ﹤0.01% | 248 |
|