Dogwood Wealth Management’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 | $2.24K | Buy |
33
+27
| +450% | +$1.83K | ﹤0.01% | 552 |
|
|
2025
Q1 | $326 | Buy |
+6
| New | +$326 | ﹤0.01% | 488 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 664 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 343 |
|
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 413 |
|
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 372 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 351 |
|