Golden State Wealth Management’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 | $49.7K | Buy |
731
+99
| +16% | +$6.73K | 0.01% | 646 |
|
|
2025
Q1 | $34.3K | Buy |
632
+21
| +3% | +$1.14K | 0.01% | 676 |
|
|
2024
Q4 | $51.9K | Buy |
+611
| New | +$51.9K | 0.01% | 570 |
|
|
2020
Q2 | – | Sell |
-620
| Closed | -$32K | – | 946 |
|
|
2020
Q1 | $32K | Buy |
+620
| New | +$32K | 0.01% | 430 |
|
|
2019
Q4 | – | Sell |
-1,516
| Closed | -$94K | – | 994 |
|
|
2019
Q3 | $94K | Buy |
1,516
+150
| +11% | +$9.3K | 0.03% | 326 |
|
|
2019
Q2 | $99K | Buy |
1,366
+901
| +194% | +$65.3K | 0.03% | 337 |
|
|
2019
Q1 | $35K | Buy |
+465
| New | +$35K | 0.01% | 523 |
|