Colonial 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 | $8.6K | Buy |
127
+27
| +27% | +$1.83K | ﹤0.01% | 771 |
|
|
2025
Q1 | $5.43K | Sell |
100
-29
| -22% | -$1.58K | ﹤0.01% | 815 |
|
|
2024
Q4 | $10.9K | Buy |
129
+29
| +29% | +$2.46K | ﹤0.01% | 927 |
|
|
2024
Q3 | $6.71K | Sell |
100
-10
| -9% | -$671 | ﹤0.01% | 836 |
|
|
2024
Q2 | $7.1K | Buy |
110
+8
| +8% | +$516 | ﹤0.01% | 807 |
|
|
2024
Q1 | $8.59K | Buy |
102
+2
| +2% | +$168 | ﹤0.01% | 773 |
|
|
2023
Q4 | $7.74K | Hold |
100
| – | – | ﹤0.01% | 749 |
|
|
2023
Q3 | $4.43K | Hold |
100
| – | – | ﹤0.01% | 806 |
|
|
2023
Q2 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $6.87K | Hold |
100
| – | – | ﹤0.01% | 713 |
|
|
2022
Q4 | $6.28K | Buy |
+100
| New | +$6.28K | ﹤0.01% | 723 |
|