Continuum Advisory’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 | – | Sell |
-41
| Closed | -$2.23K | – | 1660 |
|
|
2025
Q1 | $2.23K | Sell |
41
-553
| -93% | -$30.1K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $50.5K | Buy |
594
+65
| +12% | +$5.52K | 0.01% | 663 |
|
|
2024
Q3 | $44.1K | Sell |
529
-47
| -8% | -$3.92K | 0.01% | 679 |
|
|
2024
Q2 | $37.1K | Hold |
576
| – | – | 0.01% | 663 |
|
|
2024
Q1 | $42.2K | Buy |
+576
| New | +$42.2K | 0.01% | 633 |
|
|
2021
Q4 | – | Sell |
-1,098
| Closed | -$263K | – | 318 |
|
|
2021
Q3 | $263K | Buy |
+1,098
| New | +$263K | 0.07% | 245 |
|