Concord Wealth 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
Q2 | $136 | Hold |
2
| – | – | ﹤0.01% | 822 |
|
|
2025
Q1 | $109 | Hold |
2
| – | – | ﹤0.01% | 787 |
|
|
2024
Q4 | $170 | Hold |
2
| – | – | ﹤0.01% | 894 |
|
|
2024
Q3 | $134 | Sell |
2
-24
| -92% | -$1.61K | ﹤0.01% | 932 |
|
|
2024
Q2 | $1.68K | Hold |
26
| – | – | ﹤0.01% | 677 |
|
|
2024
Q1 | $2.2K | Buy |
26
+2
| +8% | +$169 | ﹤0.01% | 745 |
|
|
2023
Q4 | $1.86K | Sell |
24
-71
| -75% | -$5.49K | ﹤0.01% | 719 |
|
|
2023
Q3 | $4.21K | Sell |
95
-94
| -50% | -$4.16K | ﹤0.01% | 751 |
|
|
2023
Q2 | $12.6K | Buy |
189
+44
| +30% | +$2.93K | ﹤0.01% | 576 |
|
|
2023
Q1 | $9.95K | Sell |
145
-1,414
| -91% | -$97.1K | ﹤0.01% | 595 |
|
|
2022
Q4 | $98K | Buy |
+1,559
| New | +$98K | 0.03% | 257 |
|
|
2022
Q3 | – | Sell |
-3,359
| Closed | -$206K | – | 1219 |
|
|
2022
Q2 | $206K | Buy |
3,359
+2,577
| +330% | +$158K | 0.06% | 160 |
|
|
2022
Q1 | $106K | Sell |
782
-467
| -37% | -$63.3K | 0.03% | 292 |
|
|
2021
Q4 | $202K | Buy |
1,249
+846
| +210% | +$137K | 0.05% | 188 |
|
|
2021
Q3 | $97K | Sell |
403
-822
| -67% | -$198K | 0.04% | 138 |
|
|
2021
Q2 | $299K | Buy |
1,225
+102
| +9% | +$24.9K | 0.09% | 98 |
|
|
2021
Q1 | $255K | Buy |
1,123
+1,085
| +2,855% | +$246K | 0.09% | 108 |
|
|
2020
Q4 | $8K | Buy |
+38
| New | +$8K | 0.01% | 380 |
|