Fairfield Financial 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
Q1 | – | Sell |
-150
| Closed | -$12.7K | – | 226 |
|
|
2024
Q4 | $12.7K | Hold |
150
| – | – | ﹤0.01% | 192 |
|
|
2024
Q3 | $10.1K | Hold |
150
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $9.67K | Buy |
+150
| New | +$9.67K | ﹤0.01% | 214 |
|
|
2023
Q4 | $11.6K | Hold |
150
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $6.64K | Hold |
150
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $9.99K | Hold |
150
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $10.3K | Sell |
150
-15
| -9% | -$1.03K | ﹤0.01% | 237 |
|
|
2022
Q4 | $10.4K | Hold |
165
| – | – | ﹤0.01% | 217 |
|
|
2022
Q3 | $9.07K | Sell |
165
-20
| -11% | -$1.1K | ﹤0.01% | 225 |
|
|
2022
Q2 | $11.4K | Sell |
185
-1,056
| -85% | -$64.9K | 0.01% | 196 |
|
|
2022
Q1 | $168K | Buy |
+1,241
| New | +$168K | 0.06% | 64 |
|