DHJJ Financial 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 | $340 | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2025
Q1 | $272 | Hold |
5
| – | – | ﹤0.01% | 816 |
|
|
2024
Q4 | $425 | Hold |
5
| – | – | ﹤0.01% | 740 |
|
|
2024
Q3 | $336 | Hold |
5
| – | – | ﹤0.01% | 745 |
|
|
2024
Q2 | $323 | Hold |
5
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $423 | Hold |
5
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $387 | Hold |
5
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $222 | Buy |
+5
| New | +$222 | ﹤0.01% | 704 |
|