Centerpoint 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
Q1 | – | Sell |
-6
| Closed | -$1K | – | 479 |
|
|
2024
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 445 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$3K | – | 641 |
|
|
2023
Q2 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 433 |
|
|
2023
Q1 | $7K | Sell |
100
-25
| -20% | -$1.75K | ﹤0.01% | 378 |
|
|
2022
Q4 | $8K | Sell |
125
-90
| -42% | -$5.76K | ﹤0.01% | 325 |
|
|
2022
Q3 | $12K | Hold |
215
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $13K | Sell |
215
-350
| -62% | -$21.2K | 0.01% | 217 |
|
|
2022
Q1 | $77K | Buy |
565
+205
| +57% | +$27.9K | 0.04% | 125 |
|
|
2021
Q4 | $58K | Sell |
360
-700
| -66% | -$113K | 0.03% | 127 |
|
|
2021
Q3 | $254K | Hold |
1,060
| – | – | 0.12% | 71 |
|
|
2021
Q2 | $258K | Buy |
1,060
+25
| +2% | +$6.09K | 0.12% | 75 |
|
|
2021
Q1 | $235K | Buy |
1,035
+500
| +93% | +$114K | 0.14% | 51 |
|
|
2020
Q4 | $116K | Buy |
+535
| New | +$116K | 0.08% | 73 |
|