Glass Jacobson Investment 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
Q2 | $2.04K | Hold |
30
| – | – | ﹤0.01% | 512 |
|
|
2025
Q1 | $2.55K | Hold |
30
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $2.55K | Hold |
30
| – | – | ﹤0.01% | 729 |
|
|
2024
Q3 | $2.01K | Hold |
30
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $1.94K | Hold |
30
| – | – | ﹤0.01% | 682 |
|
|
2024
Q1 | $2.54K | Hold |
30
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $2.32K | Hold |
30
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $1.33K | Hold |
30
| – | – | ﹤0.01% | 673 |
|
|
2023
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 642 |
|
|
2022
Q4 | $1.89K | Buy |
+30
| New | +$1.89K | ﹤0.01% | 671 |
|