EverSource Wealth 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 | $22.6K | Sell |
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|
2025
Q1 | $25.2K | Sell |
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|
2024
Q4 | $44.2K | Buy |
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|
2024
Q3 | $28.3K | Sell |
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|
2024
Q2 | $34.7K | Sell |
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|
2024
Q1 | $76.4K | Sell |
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|
2023
Q4 | $90.5K | Sell |
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|
2023
Q3 | $74.7K | Buy |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $136K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $6K | Buy |
|