Friedenthal Financial’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 |
-8,750
| Closed | -$744K | – | 312 |
|
2024
Q4 | $744K | Buy |
+8,750
| New | +$744K | 0.43% | 82 |
|
2024
Q1 | – | Sell |
-9,939
| Closed | -$769K | – | 300 |
|
2023
Q4 | $769K | Buy |
+9,939
| New | +$769K | 0.5% | 41 |
|
2023
Q2 | – | Sell |
-10,080
| Closed | -$692K | – | 140 |
|
2023
Q1 | $692K | Buy |
+10,080
| New | +$692K | 0.49% | 55 |
|