Golden State Equity Partners’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 |
-3,864
| Closed | -$328K | – | 477 |
|
|
2024
Q4 | $328K | Buy |
3,864
+3,856
| +48,200% | +$328K | 0.06% | 321 |
|
|
2024
Q3 | $537 | Sell |
8
-4,133
| -100% | -$277K | ﹤0.01% | 782 |
|
|
2024
Q2 | $267K | Buy |
+4,141
| New | +$267K | 0.06% | 336 |
|
|
2023
Q4 | $309K | Buy |
+3,989
| New | +$309K | 0.07% | 274 |
|
|
2023
Q3 | – | Sell |
-3,815
| Closed | -$254K | – | 363 |
|
|
2023
Q2 | $254K | Buy |
+3,815
| New | +$254K | 0.07% | 308 |
|