Glen Eagle 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 | $3.33K | Hold |
49
| – | – | ﹤0.01% | 789 |
|
|
2025
Q1 | $2.66K | Hold |
49
| – | – | ﹤0.01% | 814 |
|
|
2024
Q4 | $4.17K | Hold |
49
| – | – | ﹤0.01% | 766 |
|
|
2024
Q3 | $3.29K | Buy |
49
+4
| +9% | +$268 | ﹤0.01% | 840 |
|
|
2024
Q2 | $2.9K | Buy |
45
+15
| +50% | +$967 | ﹤0.01% | 847 |
|
|
2024
Q1 | $2.54K | Buy |
30
+4
| +15% | +$338 | ﹤0.01% | 875 |
|
|
2023
Q4 | $2.01K | Hold |
26
| – | – | ﹤0.01% | 862 |
|
|
2023
Q3 | $1.15K | Sell |
26
-8
| -24% | -$354 | ﹤0.01% | 925 |
|
|
2023
Q2 | $2.26K | Hold |
34
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $2.33K | Buy |
34
+4
| +13% | +$275 | ﹤0.01% | 834 |
|
|
2022
Q4 | $1.89K | Buy |
30
+9
| +43% | +$565 | ﹤0.01% | 886 |
|
|
2022
Q3 | $1.16K | Hold |
21
| – | – | ﹤0.01% | 952 |
|
|
2022
Q2 | $1.29K | Buy |
+21
| New | +$1.29K | ﹤0.01% | 880 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$5.65K | – | 980 |
|
|
2021
Q4 | $5.65K | Sell |
35
-37
| -51% | -$5.98K | ﹤0.01% | 697 |
|
|
2021
Q3 | $17.3K | Buy |
+72
| New | +$17.3K | 0.01% | 583 |
|
|
2020
Q1 | – | Sell |
-690
| Closed | -$43.2K | – | 939 |
|
|
2019
Q4 | $43.2K | Buy |
690
+200
| +41% | +$12.5K | 0.02% | 334 |
|
|
2019
Q3 | $30.4K | Sell |
490
-149
| -23% | -$9.23K | 0.02% | 351 |
|
|
2019
Q2 | $46.3K | Buy |
639
+194
| +44% | +$14.1K | 0.03% | 285 |
|
|
2019
Q1 | $33.3K | Buy |
445
+255
| +134% | +$19.1K | 0.02% | 320 |
|
|
2018
Q4 | $10.7K | Buy |
+190
| New | +$10.7K | 0.01% | 450 |
|
|
2018
Q3 | – | Sell |
-215
| Closed | -$13.3K | – | 738 |
|
|
2018
Q2 | $13.3K | Buy |
215
+80
| +59% | +$4.93K | 0.01% | 424 |
|
|
2018
Q1 | $6.64K | Buy |
+135
| New | +$6.64K | 0.01% | 492 |
|