HBW Advisory Services’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 |
-2,697
| Closed | -$229K | – | 428 |
|
|
2024
Q4 | $229K | Buy |
+2,697
| New | +$229K | 0.02% | 338 |
|
|
2022
Q1 | – | Sell |
-1,559
| Closed | -$252K | – | 281 |
|
|
2021
Q4 | $252K | Buy |
1,559
+588
| +61% | +$95K | 0.06% | 223 |
|
|
2021
Q3 | $233K | Sell |
971
-42
| -4% | -$10.1K | 0.06% | 222 |
|
|
2021
Q2 | $247K | Sell |
1,013
-95
| -9% | -$23.2K | 0.06% | 211 |
|
|
2021
Q1 | $252K | Buy |
+1,108
| New | +$252K | 0.07% | 202 |
|