Crewe Advisors’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 | $45.8K | Buy |
674
+6
| +0.9% | +$408 | 0.01% | 299 |
|
|
2025
Q1 | $36.3K | Hold |
668
| – | – | 0.01% | 301 |
|
|
2024
Q4 | $56.8K | Hold |
668
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $44.8K | Sell |
668
-7
| -1% | -$470 | 0.01% | 310 |
|
|
2024
Q2 | $43.5K | Sell |
675
-90
| -12% | -$5.8K | ﹤0.01% | 389 |
|
|
2024
Q1 | $64.7K | Buy |
+765
| New | +$64.7K | 0.01% | 339 |
|
|
2023
Q3 | – | Sell |
-895
| Closed | -$59.6K | – | 937 |
|
|
2023
Q2 | $59.6K | Sell |
895
-35
| -4% | -$2.33K | 0.01% | 256 |
|
|
2023
Q1 | $63.8K | Buy |
930
+33
| +4% | +$2.27K | 0.01% | 283 |
|
|
2022
Q4 | $56.4K | Sell |
897
-298
| -25% | -$18.7K | 0.01% | 294 |
|
|
2022
Q3 | $66K | Buy |
1,195
+32
| +3% | +$1.77K | 0.01% | 284 |
|
|
2022
Q2 | $71K | Buy |
1,163
+163
| +16% | +$9.95K | 0.02% | 253 |
|
|
2022
Q1 | $136K | Hold |
1,000
| – | – | 0.03% | 147 |
|
|
2021
Q4 | $162K | Hold |
1,000
| – | – | 0.03% | 101 |
|
|
2021
Q3 | $240K | Hold |
1,000
| – | – | 0.06% | 61 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.06% | 58 |
|
|
2021
Q1 | $227K | Sell |
1,000
-50
| -5% | -$11.4K | 0.06% | 57 |
|
|
2020
Q4 | $229K | Sell |
1,050
-53
| -5% | -$11.6K | 0.09% | 53 |
|
|
2020
Q3 | $179K | Buy |
1,103
+103
| +10% | +$16.7K | 0.08% | 51 |
|
|
2020
Q2 | $105K | Hold |
1,000
| – | – | 0.05% | 76 |
|
|
2020
Q1 | $52K | Hold |
1,000
| – | – | 0.03% | 88 |
|
|
2019
Q4 | $63K | Hold |
1,000
| – | – | 0.03% | 101 |
|
|
2019
Q3 | $62K | Hold |
1,000
| – | – | 0.03% | 104 |
|
|
2019
Q2 | $73K | Hold |
1,000
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $75K | Sell |
1,000
-200
| -17% | -$15K | 0.02% | 104 |
|
|
2018
Q4 | $67K | Hold |
1,200
| – | – | 0.02% | 98 |
|
|
2018
Q3 | $119K | Hold |
1,200
| – | – | 0.1% | 79 |
|
|
2018
Q2 | $74K | Hold |
1,200
| – | – | 0.07% | 95 |
|
|
2018
Q1 | $59K | Sell |
1,200
-100
| -8% | -$4.92K | 0.06% | 104 |
|
|
2017
Q4 | $45K | Buy |
+1,300
| New | +$45K | 0.04% | 128 |
|