DA
XYZ
Doliver Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
5,826
-456
| -7% | -$31K | 0.11% | 124 |
|
|
2025
Q1 | $341K | Sell |
6,282
-24
| -0.4% | -$1.3K | 0.1% | 124 |
|
|
2024
Q4 | $536K | Sell |
6,306
-35
| -0.6% | -$2.98K | 0.15% | 94 |
|
|
2024
Q3 | $426K | Buy |
6,341
+525
| +9% | +$35.2K | 0.12% | 105 |
|
|
2024
Q2 | $375K | Buy |
+5,816
| New | +$375K | 0.1% | 108 |
|
|
2022
Q2 | – | Sell |
-1,649
| Closed | -$224K | – | 182 |
|
|
2022
Q1 | $224K | Buy |
+1,649
| New | +$224K | 0.07% | 154 |
|