Clarity Capital Partners’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 |
-5,850
| Closed | -$497K | – | 140 |
|
|
2024
Q4 | $497K | Sell |
5,850
-1,501
| -20% | -$128K | 0.26% | 62 |
|
|
2024
Q3 | $493K | Sell |
7,351
-646
| -8% | -$43.4K | 0.29% | 66 |
|
|
2024
Q2 | $516K | Sell |
7,997
-21,641
| -73% | -$1.4M | 0.32% | 68 |
|
|
2024
Q1 | $2.51M | Sell |
29,638
-5,205
| -15% | -$440K | 1.65% | 17 |
|
|
2023
Q4 | $2.7M | Buy |
+34,843
| New | +$2.7M | 1.89% | 16 |
|