Fortis Capital 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 |
-13,440
| Closed | -$888K | – | 300 |
|
|
2024
Q4 | $888K | Buy |
13,440
+4,060
| +43% | +$268K | 0.3% | 70 |
|
|
2024
Q3 | $630K | Sell |
9,380
-2,995
| -24% | -$201K | 0.21% | 88 |
|
|
2024
Q2 | $798K | Buy |
12,375
+8,111
| +190% | +$523K | 0.29% | 69 |
|
|
2024
Q1 | $361K | Buy |
+4,264
| New | +$361K | 0.15% | 122 |
|
|
2023
Q2 | – | Sell |
-251
| Closed | -$17.2K | – | 638 |
|
|
2023
Q1 | $17.2K | Buy |
+251
| New | +$17.2K | 0.01% | 413 |
|