Choreo LLC’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 | $372K | Sell |
5,475
-1,878
| -26% | -$128K | 0.01% | 1057 |
|
|
2025
Q1 | $400K | Sell |
7,353
-181
| -2% | -$9.83K | 0.01% | 945 |
|
|
2024
Q4 | $657K | Sell |
7,534
-4,941
| -40% | -$431K | 0.01% | 760 |
|
|
2024
Q3 | $823K | Buy |
12,475
+5,763
| +86% | +$380K | 0.01% | 650 |
|
|
2024
Q2 | $429K | Buy |
+6,712
| New | +$429K | 0.01% | 886 |
|
|
2023
Q2 | – | Sell |
-3,067
| Closed | -$211K | – | 503 |
|
|
2023
Q1 | $211K | Buy |
+3,067
| New | +$211K | 0.01% | 453 |
|
|
2017
Q2 | – | Sell |
-13,651
| Closed | -$14K | – | 288 |
|
|
2017
Q1 | $14K | Buy |
+13,651
| New | +$14K | ﹤0.01% | 283 |
|