Ellevest Inc’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 | $340K | Buy |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $509K | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $192K | Sell |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $144K | Buy |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $40K | Buy |
|