Colonial Trust 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
Q2 | $2.38K | Hold |
35
| – | – | ﹤0.01% | 632 |
|
|
2025
Q1 | $1.9K | Hold |
35
| – | – | ﹤0.01% | 620 |
|
|
2024
Q4 | $2.98K | Sell |
35
-100
| -74% | -$8.5K | ﹤0.01% | 604 |
|
|
2024
Q3 | $9.06K | Hold |
135
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $8.71K | Hold |
135
| – | – | ﹤0.01% | 538 |
|
|
2024
Q1 | $11.4K | Hold |
135
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $10.4K | Hold |
135
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $5.98K | Hold |
135
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $8.99K | Sell |
135
-10
| -7% | -$666 | ﹤0.01% | 540 |
|
|
2023
Q1 | $9.95K | Hold |
145
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $9.11K | Buy |
+145
| New | +$9.11K | ﹤0.01% | 534 |
|