Hartford Financial 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 | $2.11K | Hold |
31
| – | – | ﹤0.01% | 322 |
|
|
2025
Q1 | $1.69K | Hold |
31
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $2.64K | Hold |
31
| – | – | ﹤0.01% | 344 |
|
|
2024
Q3 | $2.08K | Hold |
31
| – | – | ﹤0.01% | 361 |
|
|
2024
Q2 | $2K | Sell |
31
-12
| -28% | -$774 | ﹤0.01% | 362 |
|
|
2024
Q1 | $3.64K | Hold |
43
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $3.33K | Hold |
43
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $1.9K | Hold |
43
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $2.86K | Hold |
43
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $2.95K | Hold |
43
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $2.7K | Hold |
43
| – | – | ﹤0.01% | 332 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 346 |
|
|
2022
Q1 | $6K | Buy |
43
+31
| +258% | +$4.33K | ﹤0.01% | 328 |
|
|
2021
Q4 | $2K | Buy |
12
+2
| +20% | +$333 | ﹤0.01% | 353 |
|
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 381 |
|