Creative Financial Designs’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.51K | Buy |
75
+22
| +42% | +$1.34K | ﹤0.01% | 1604 |
|
|
2025
Q4 | $3.45K | Buy |
53
+31
| +141% | +$2.14K | ﹤0.01% | 1597 |
|
|
2025
Q3 | $1.59K | Sell |
22
-575
| -96% | -$43K | ﹤0.01% | 1727 |
|
|
2025
Q2 | $40.6K | Sell |
597
-720
| -55% | -$41.9K | ﹤0.01% | 932 |
|
|
2025
Q1 | $71.6K | Buy |
1,317
+231
| +21% | +$17.2K | 0.01% | 716 |
|
|
2024
Q4 | $92.3K | Sell |
1,086
-539
| -33% | -$44.2K | 0.01% | 625 |
|
|
2024
Q3 | $109K | Buy |
1,625
+499
| +44% | +$32.2K | 0.01% | 580 |
|
|
2024
Q2 | $72.6K | Buy |
1,126
+72
| +7% | +$5.04K | 0.01% | 654 |
|
|
2024
Q1 | $89.1K | Buy |
1,054
+105
| +11% | +$7.59K | 0.01% | 592 |
|
|
2023
Q4 | $73.4K | Buy |
949
+119
| +14% | +$6.73K | 0.01% | 595 |
|
|
2023
Q3 | $36.7K | Sell |
830
-30
| -3% | -$1.86K | ﹤0.01% | 708 |
|
|
2023
Q2 | $57.3K | Buy |
860
+118
| +16% | +$7.37K | 0.01% | 604 |
|
|
2023
Q1 | $50.9K | Buy |
742
+8
| +1% | +$599 | 0.01% | 593 |
|
|
2022
Q4 | $46.1K | Sell |
734
-98
| -12% | -$6.05K | 0.01% | 587 |
|
|
2022
Q3 | $46K | Buy |
832
+48
| +6% | +$3.4K | 0.01% | 572 |
|
|
2022
Q2 | $48K | Sell |
784
-26
| -3% | -$2.38K | 0.01% | 558 |
|
|
2022
Q1 | $110K | Buy |
810
+34
| +4% | +$4.12K | 0.02% | 420 |
|
|
2021
Q4 | $125K | Sell |
776
-316
| -29% | -$68.5K | 0.02% | 403 |
|
|
2021
Q3 | $262K | Sell |
1,092
-56
| -5% | -$14.4K | 0.04% | 263 |
|
|
2021
Q2 | $280K | Sell |
1,148
-15
| -1% | -$3.48K | 0.05% | 248 |
|
|
2021
Q1 | $264K | Sell |
1,163
-112
| -9% | -$26.2K | 0.05% | 238 |
|
|
2020
Q4 | $277K | Sell |
1,275
-9
| -0.7% | -$1.76K | 0.06% | 221 |
|
|
2020
Q3 | $209K | Buy |
1,284
+56
| +5% | +$7.91K | 0.05% | 234 |
|
|
2020
Q2 | $129K | Buy |
1,228
+1,058
| +622% | +$81K | 0.04% | 249 |
|
|
2020
Q1 | $9K | Buy |
170
+60
| +55% | +$4.1K | ﹤0.01% | 356 |
|
|
2019
Q4 | $7K | Hold |
110
| – | – | ﹤0.01% | 438 |
|
|
2019
Q3 | $7K | Sell |
110
-50
| -31% | -$3.4K | ﹤0.01% | 451 |
|
|
2019
Q2 | $12K | Sell |
160
-100
| -38% | -$6.99K | 0.01% | 387 |
|
|
2019
Q1 | $19K | Hold |
260
| – | – | 0.01% | 315 |
|
|
2018
Q4 | $15K | Hold |
260
| – | – | 0.01% | 317 |
|
|
2018
Q3 | $26K | Buy |
260
+220
| +550% | +$17K | 0.01% | 302 |
|
|
2018
Q2 | $2K | Buy |
40
+10
| +33% | +$550 | ﹤0.01% | 677 |
|
|
2018
Q1 | $1K | Buy |
+30
| New | +$1.38K | ﹤0.01% | 679 |
|
Other funds holding XYZ
VCM
VPM
