Evoke Wealth’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 | $256K | Sell |
3,768
-105,339
| -97% | -$7.16M | 0.01% | 488 |
|
|
2025
Q1 | $5.93M | Buy |
109,107
+5,236
| +5% | +$284K | 0.15% | 65 |
|
|
2024
Q4 | $8.83M | Buy |
103,871
+13
| +0% | +$1.11K | 0.25% | 51 |
|
|
2024
Q3 | $6.97M | Buy |
+103,858
| New | +$6.97M | 0.19% | 57 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2K | – | 1181 |
|
|
2022
Q3 | $2K | Sell |
36
-291
| -89% | -$16.2K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $20K | Buy |
+327
| New | +$20K | ﹤0.01% | 650 |
|
|
2022
Q1 | – | Sell |
-195
| Closed | -$31K | – | 1268 |
|
|
2021
Q4 | $31K | Sell |
195
-300
| -61% | -$47.7K | ﹤0.01% | 605 |
|
|
2021
Q3 | $118K | Buy |
495
+270
| +120% | +$64.4K | ﹤0.01% | 406 |
|
|
2021
Q2 | $55K | Sell |
225
-20
| -8% | -$4.89K | ﹤0.01% | 516 |
|
|
2021
Q1 | $56K | Buy |
245
+20
| +9% | +$4.57K | ﹤0.01% | 441 |
|
|
2020
Q4 | $49K | Sell |
225
-125
| -36% | -$27.2K | ﹤0.01% | 382 |
|
|
2020
Q3 | $57K | Buy |
350
+200
| +133% | +$32.6K | ﹤0.01% | 343 |
|
|
2020
Q2 | $16K | Sell |
150
-96
| -39% | -$10.2K | ﹤0.01% | 503 |
|
|
2020
Q1 | $12.9K | Buy |
+246
| New | +$12.9K | ﹤0.01% | 485 |
|
|
2019
Q4 | – | Sell |
-3,422
| Closed | -$212K | – | 1500 |
|
|
2019
Q3 | $212K | Buy |
+3,422
| New | +$212K | 0.03% | 248 |
|