Claro Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $386K | Hold |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Buy |
|