Evoke Wealth’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 | $256K | Sell |
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|
2025
Q1 | $5.93M | Buy |
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|
2024
Q4 | $8.83M | Buy |
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|
2024
Q3 | $6.97M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $31K | Sell |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $55K | Sell |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $49K | Sell |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $12.9K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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