Golden State Wealth Management’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$49.7K Buy
2025
Q1
$34.3K Buy
2024
Q4
$51.9K Buy
2020
Q2
Sell
2020
Q1
$32K Buy
2019
Q4
Sell
2019
Q3
$94K Buy
2019
Q2
$99K Buy
2019
Q1
$35K Buy