Chicago Trust’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 | $440K | Buy |
+6,476
| New | +$440K | 0.06% | 262 |
|
|
2025
Q1 | – | Sell |
-3,550
| Closed | -$302K | – | 383 |
|
|
2024
Q4 | $302K | Buy |
+3,550
| New | +$302K | 0.05% | 266 |
|
|
2022
Q1 | – | Sell |
-2,940
| Closed | -$475K | – | 359 |
|
|
2021
Q4 | $475K | Sell |
2,940
-100
| -3% | -$16.2K | 0.09% | 208 |
|
|
2021
Q3 | $729K | Buy |
3,040
+1,915
| +170% | +$459K | 0.16% | 152 |
|
|
2021
Q2 | $274K | Buy |
+1,125
| New | +$274K | 0.06% | 262 |
|