GenTrust’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 |
-118,502
| Closed | -$10.1M | – | 219 |
|
|
2024
Q4 | $10.1M | Buy |
+118,502
| New | +$10.1M | 0.44% | 46 |
|
|
2021
Q4 | – | Sell |
-860
| Closed | -$206K | – | 152 |
|
|
2021
Q3 | $206K | Sell |
860
-100
| -10% | -$24K | 0.02% | 138 |
|
|
2021
Q2 | $234K | Buy |
+960
| New | +$234K | 0.02% | 129 |
|