CVA Family Office’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 | $14.5K | Buy |
214
+132
| +161% | +$8.97K | ﹤0.01% | 748 |
|
|
2025
Q1 | $4.46K | Sell |
82
-62
| -43% | -$3.37K | ﹤0.01% | 908 |
|
|
2024
Q4 | $12.2K | Buy |
144
+94
| +188% | +$7.99K | ﹤0.01% | 759 |
|
|
2024
Q3 | $3.36K | Buy |
50
+24
| +92% | +$1.61K | ﹤0.01% | 907 |
|
|
2024
Q2 | $1.68K | Sell |
26
-48
| -65% | -$3.1K | ﹤0.01% | 990 |
|
|
2024
Q1 | $6.26K | Sell |
74
-5
| -6% | -$423 | ﹤0.01% | 814 |
|
|
2023
Q4 | $6.11K | Buy |
+79
| New | +$6.11K | ﹤0.01% | 796 |
|
|
2023
Q3 | – | Sell |
-728
| Closed | -$48.5K | – | 992 |
|
|
2023
Q2 | $48.5K | Sell |
728
-140
| -16% | -$9.32K | 0.01% | 456 |
|
|
2023
Q1 | $59.6K | Buy |
868
+50
| +6% | +$3.43K | 0.01% | 408 |
|
|
2022
Q4 | $51.4K | Buy |
818
+458
| +127% | +$28.8K | 0.01% | 409 |
|
|
2022
Q3 | $20K | Buy |
360
+190
| +112% | +$10.6K | 0.01% | 528 |
|
|
2022
Q2 | $10K | Buy |
170
+120
| +240% | +$7.06K | ﹤0.01% | 647 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 698 |
|
|
2021
Q3 | – | Sell |
-120
| Closed | -$29K | – | 915 |
|
|
2021
Q2 | $29K | Buy |
120
+70
| +140% | +$16.9K | 0.01% | 447 |
|
|
2021
Q1 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 522 |
|