EWM
XYZ
Evercore Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,817
| Closed | -$218K | – | 443 |
|
|
2023
Q4 | $218K | Buy |
+2,817
| New | +$218K | ﹤0.01% | 401 |
|
|
2022
Q2 | – | Sell |
-1,705
| Closed | -$231K | – | 435 |
|
|
2022
Q1 | $231K | Buy |
+1,705
| New | +$231K | ﹤0.01% | 398 |
|
|
2021
Q4 | – | Sell |
-1,066
| Closed | -$256K | – | 434 |
|
|
2021
Q3 | $256K | Hold |
1,066
| – | – | ﹤0.01% | 387 |
|
|
2021
Q2 | $260K | Sell |
1,066
-16
| -1% | -$3.9K | ﹤0.01% | 388 |
|
|
2021
Q1 | $246K | Sell |
1,082
-137
| -11% | -$31.1K | ﹤0.01% | 398 |
|
|
2020
Q4 | $265K | Buy |
+1,219
| New | +$265K | 0.01% | 381 |
|