Garde Capital’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 | $71.1K | Hold |
1,047
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $56.9K | Buy |
+1,047
| New | +$56.9K | ﹤0.01% | 303 |
|
|
2024
Q2 | – | Sell |
-1,297
| Closed | -$109K | – | 287 |
|
|
2024
Q1 | $109K | Hold |
1,297
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $100K | Buy |
+1,297
| New | +$100K | 0.01% | 282 |
|
|
2023
Q2 | – | Sell |
-1,539
| Closed | -$106K | – | 290 |
|
|
2023
Q1 | $106K | Sell |
1,539
-200
| -12% | -$13.8K | 0.01% | 248 |
|
|
2022
Q4 | $109K | Buy |
+1,739
| New | +$109K | 0.01% | 238 |
|
|
2022
Q2 | – | Sell |
-1,546
| Closed | -$210K | – | 282 |
|
|
2022
Q1 | $210K | Sell |
1,546
-33
| -2% | -$4.48K | 0.02% | 190 |
|
|
2021
Q4 | $255K | Buy |
1,579
+180
| +13% | +$29.1K | 0.02% | 186 |
|
|
2021
Q3 | $336K | Buy |
1,399
+59
| +4% | +$14.2K | 0.03% | 152 |
|
|
2021
Q2 | $327K | Hold |
1,340
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $304K | Hold |
1,340
| – | – | 0.04% | 148 |
|
|
2020
Q4 | $291K | Buy |
+1,340
| New | +$291K | 0.04% | 154 |
|