Gould Capital’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 | $10.2K | Hold |
150
| – | – | 0.01% | 139 |
|
2025
Q1 | $8.15K | Hold |
150
| – | – | 0.01% | 146 |
|
2024
Q4 | $12.7K | Hold |
150
| – | – | 0.01% | 134 |
|
2024
Q3 | $10.1K | Sell |
150
-80
| -35% | -$5.37K | 0.01% | 148 |
|
2024
Q2 | $14.8K | Buy |
230
+80
| +53% | +$5.16K | 0.01% | 136 |
|
2024
Q1 | $12.7K | Sell |
150
-17,461
| -99% | -$1.48M | 0.01% | 137 |
|
2023
Q4 | $1.36M | Sell |
17,611
-155
| -0.9% | -$12K | 1% | 28 |
|
2023
Q3 | $767K | Buy |
17,766
+4,823
| +37% | +$208K | 0.62% | 43 |
|
2023
Q2 | $862K | Buy |
12,943
+577
| +5% | +$38.4K | 0.66% | 40 |
|
2023
Q1 | $849K | Buy |
12,366
+5,972
| +93% | +$410K | 0.65% | 40 |
|
2022
Q4 | $402K | Sell |
6,394
-3,720
| -37% | -$234K | 0.32% | 47 |
|
2022
Q3 | $556K | Sell |
10,114
-1
| -0% | -$55 | 0.48% | 43 |
|
2022
Q2 | $622K | Buy |
10,115
+30
| +0.3% | +$1.85K | 0.5% | 45 |
|
2022
Q1 | $1.37M | Buy |
10,085
+9,935
| +6,623% | +$1.35M | 0.98% | 28 |
|
2021
Q4 | $24K | Buy |
+150
| New | +$24K | 0.02% | 117 |
|