Highline Wealth Partners’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 | Buy |
50
+29
| +138% | +$1.97K | ﹤0.01% | 536 |
|
|
2025
Q1 | $1.14K | Sell |
21
-17
| -45% | -$924 | ﹤0.01% | 724 |
|
|
2024
Q4 | $3.23K | Sell |
38
-47
| -55% | -$4K | ﹤0.01% | 402 |
|
|
2024
Q3 | $5.71K | Sell |
85
-38
| -31% | -$2.55K | ﹤0.01% | 322 |
|
|
2024
Q2 | $7.93K | Buy |
123
+3
| +3% | +$193 | ﹤0.01% | 243 |
|
|
2024
Q1 | $10.2K | Buy |
120
+40
| +50% | +$3.38K | ﹤0.01% | 229 |
|
|
2023
Q4 | $6.19K | Hold |
80
| – | – | ﹤0.01% | 234 |
|
|
2023
Q3 | $3.54K | Hold |
80
| – | – | ﹤0.01% | 242 |
|
|
2023
Q2 | $5.33K | Hold |
80
| – | – | ﹤0.01% | 179 |
|
|
2023
Q1 | $5.49K | Hold |
80
| – | – | ﹤0.01% | 176 |
|
|
2022
Q4 | $5.03K | Hold |
80
| – | – | ﹤0.01% | 175 |
|
|
2022
Q3 | $4.4K | Buy |
+80
| New | +$4.4K | ﹤0.01% | 170 |
|