Guerra Pan 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
Q1 | – | Sell |
-2,486
| Closed | -$211K | – | 112 |
|
|
2024
Q4 | $211K | Buy |
+2,486
| New | +$211K | 0.15% | 110 |
|
|
2024
Q2 | – | Sell |
-2,704
| Closed | -$229K | – | 106 |
|
|
2024
Q1 | $229K | Buy |
+2,704
| New | +$229K | 0.21% | 93 |
|
|
2022
Q2 | – | Sell |
-2,259
| Closed | -$226K | – | 100 |
|
|
2022
Q1 | $226K | Buy |
2,259
+100
| +5% | +$10K | 0.27% | 92 |
|
|
2021
Q4 | $349K | Buy |
+2,159
| New | +$349K | 0.35% | 74 |
|