Heritage Wealth 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
Q2 | $3.33K | Hold |
49
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $2.66K | Hold |
49
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $4.17K | Hold |
49
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $3.29K | Hold |
49
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $3.16K | Hold |
49
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $4.14K | Hold |
49
| – | – | ﹤0.01% | 479 |
|
|
2023
Q4 | $3.79K | Hold |
49
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $2.17K | Hold |
49
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $3.26K | Hold |
49
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $3.36K | Hold |
49
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $3.08K | Hold |
49
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $2.7K | Hold |
49
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $3K | Buy |
49
+20
| +69% | +$1.22K | ﹤0.01% | 523 |
|
|
2022
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $5K | Buy |
29
+4
| +16% | +$690 | ﹤0.01% | 487 |
|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 462 |
|
|
2021
Q2 | $6.1K | Hold |
25
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $5.68K | Hold |
25
| – | – | ﹤0.01% | 486 |
|
|
2020
Q4 | $5K | Buy |
25
+5
| +25% | +$1K | ﹤0.01% | 493 |
|
|
2020
Q3 | $3.25K | Buy |
+20
| New | +$3.25K | ﹤0.01% | 438 |
|