High Note Wealth’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
$3.4K Hold
50
﹤0.01% 586
2025
Q1
$2.72K Sell
50
-2
-4% -$109 ﹤0.01% 607
2024
Q4
$4.42K Buy
+52
New +$4.42K ﹤0.01% 493
2022
Q1
Sell
-9,227
Closed -$1.49M 98
2021
Q4
$1.49M Buy
+9,227
New +$1.49M 0.5% 50