EverSource Wealth Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Sell |
332
-132
| -28% | -$8.97K | ﹤0.01% | 2195 |
|
|
2025
Q1 | $25.2K | Sell |
464
-56
| -11% | -$3.04K | ﹤0.01% | 1568 |
|
|
2024
Q4 | $44.2K | Buy |
520
+98
| +23% | +$8.32K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $28.3K | Sell |
422
-139
| -25% | -$9.32K | ﹤0.01% | 1312 |
|
|
2024
Q2 | $34.7K | Sell |
561
-486
| -46% | -$30.1K | ﹤0.01% | 1265 |
|
|
2024
Q1 | $76.4K | Sell |
1,047
-123
| -11% | -$8.98K | 0.01% | 814 |
|
|
2023
Q4 | $90.5K | Sell |
1,170
-519
| -31% | -$40.1K | 0.01% | 674 |
|
|
2023
Q3 | $74.7K | Buy |
1,689
+25
| +2% | +$1.11K | 0.01% | 671 |
|
|
2023
Q2 | $111K | Sell |
1,664
-98
| -6% | -$6.52K | 0.01% | 545 |
|
|
2023
Q1 | $121K | Sell |
1,762
-406
| -19% | -$27.9K | 0.02% | 485 |
|
|
2022
Q4 | $136K | Buy |
2,168
+1,631
| +304% | +$102K | 0.02% | 430 |
|
|
2022
Q3 | $29K | Sell |
537
-396
| -42% | -$21.4K | 0.01% | 787 |
|
|
2022
Q2 | $58K | Buy |
933
+888
| +1,973% | +$55.2K | 0.02% | 581 |
|
|
2022
Q1 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 1209 |
|