Cornerstone Planning Group’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 | $11.7K | Buy |
156
+45
| +41% | +$3.39K | ﹤0.01% | 523 |
|
|
2025
Q1 | $6.18K | Buy |
111
+24
| +28% | +$1.34K | ﹤0.01% | 680 |
|
|
2024
Q4 | $7.4K | Buy |
87
+10
| +13% | +$850 | ﹤0.01% | 494 |
|
|
2024
Q3 | $5.64K | Sell |
77
-25
| -25% | -$1.83K | ﹤0.01% | 544 |
|
|
2024
Q2 | $5.84K | Buy |
102
+66
| +183% | +$3.78K | ﹤0.01% | 541 |
|
|
2024
Q1 | $2.5K | Sell |
36
-1
| -3% | -$69 | ﹤0.01% | 622 |
|
|
2023
Q4 | $2.86K | Hold |
37
| – | – | ﹤0.01% | 584 |
|
|
2023
Q3 | $1.64K | Buy |
+37
| New | +$1.64K | ﹤0.01% | 696 |
|