Element Pointe Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $249K | Sell |
|
|||||
|
2024
Q4 | $393K | Hold |
|
|||||
|
2024
Q3 | $311K | Sell |
|
|||||
|
2024
Q2 | $328K | Hold |
|
|||||
|
2024
Q1 | $431K | Hold |
|
|||||
|
2023
Q4 | $394K | Buy |
|
|||||
|
2023
Q3 | $225K | Buy |
|
|||||
|
2023
Q2 | $329K | Hold |
|
|||||
|
2023
Q1 | $339K | Sell |
|
|||||
|
2022
Q4 | $323K | Sell |
|
|||||
|
2022
Q3 | $317K | Buy |
|
|||||
|
2022
Q2 | $323K | Sell |
|
|||||
|
2022
Q1 | $896K | Sell |
|
|||||
|
2021
Q4 | $1.29M | Sell |
|
|||||
|
2021
Q3 | $1.95M | Sell |
|
|||||
|
2021
Q2 | $2.71M | Buy |
|
|||||
|
2021
Q1 | $2.14M | Buy |
|
|||||
|
2020
Q4 | $1.78M | Buy |
|
|||||
|
2020
Q3 | $1.29M | Buy |
|
|||||
|
2020
Q2 | $787K | Buy |
|
|||||
|
2020
Q1 | $353K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $335K | Buy |
|