Flaharty Asset Management’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 | $3.4K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2025
Q1 | $2.72K | Buy |
+50
| New | +$2.72K | ﹤0.01% | 425 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$3.36K | – | 451 |
|
|
2024
Q3 | $3.36K | Buy |
+50
| New | +$3.36K | ﹤0.01% | 391 |
|
|
2023
Q4 | – | Sell |
-57
| Closed | -$2.52K | – | 470 |
|
|
2023
Q3 | $2.52K | Buy |
+57
| New | +$2.52K | ﹤0.01% | 418 |
|