DiNuzzo Private Wealth’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 | $2.11K | Sell |
31
-4
| -11% | -$272 | ﹤0.01% | 599 |
|
|
2025
Q1 | $1.9K | Hold |
35
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $2.98K | Buy |
35
+1
| +3% | +$85 | ﹤0.01% | 474 |
|
|
2024
Q3 | $2.28K | Buy |
34
+8
| +31% | +$537 | ﹤0.01% | 557 |
|
|
2024
Q2 | $1.68K | Buy |
26
+5
| +24% | +$323 | ﹤0.01% | 584 |
|
|
2024
Q1 | $1.78K | Buy |
21
+4
| +24% | +$338 | ﹤0.01% | 515 |
|
|
2023
Q4 | $1.32K | Buy |
+17
| New | +$1.32K | ﹤0.01% | 598 |
|