CX Institutional’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 | $116K | Buy |
1,711
+562
| +49% | +$38.1K | ﹤0.01% | 744 |
|
|
2025
Q1 | $62K | Buy |
+1,149
| New | +$62K | ﹤0.01% | 811 |
|
|
2022
Q4 | – | Sell |
-21,500
| Closed | -$1.18M | – | 587 |
|
|
2022
Q3 | $1.18M | Buy |
21,500
+21,392
| +19,807% | +$1.18M | 0.08% | 239 |
|
|
2022
Q2 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 1005 |
|