Hoey Investments’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% | 302 |
|
|
2025
Q1 | $2.72K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $4.25K | Hold |
50
| – | – | ﹤0.01% | 246 |
|
|
2024
Q3 | $3.23K | Hold |
50
| – | – | ﹤0.01% | 271 |
|
|
2024
Q2 | $3.23K | Sell |
50
-255
| -84% | -$16.4K | ﹤0.01% | 271 |
|
|
2024
Q1 | $25.8K | Sell |
305
-270
| -47% | -$22.8K | 0.01% | 148 |
|
|
2023
Q4 | $44.5K | Hold |
575
| – | – | 0.01% | 126 |
|
|
2023
Q3 | $25.5K | Sell |
575
-10
| -2% | -$443 | 0.01% | 151 |
|
|
2023
Q2 | $38.9K | Buy |
585
+105
| +22% | +$6.99K | 0.01% | 133 |
|
|
2023
Q1 | $33K | Sell |
480
-1,150
| -71% | -$78.9K | 0.01% | 144 |
|
|
2022
Q4 | $102K | Buy |
1,630
+860
| +112% | +$54K | 0.04% | 101 |
|
|
2022
Q3 | $42K | Sell |
770
-5,578
| -88% | -$304K | 0.02% | 135 |
|
|
2022
Q2 | $390K | Buy |
6,348
+2,472
| +64% | +$152K | 0.17% | 52 |
|
|
2022
Q1 | $526K | Buy |
3,876
+3,072
| +382% | +$417K | 0.14% | 44 |
|
|
2021
Q4 | $130K | Sell |
804
-6,666
| -89% | -$1.08M | 0.03% | 66 |
|
|
2021
Q3 | $1.79M | Buy |
7,470
+2,938
| +65% | +$705K | 0.54% | 27 |
|
|
2021
Q2 | $1.11M | Sell |
4,532
-18,872
| -81% | -$4.6M | 0.33% | 39 |
|
|
2021
Q1 | $5.31M | Buy |
23,404
+22,854
| +4,155% | +$5.19M | 1.79% | 11 |
|
|
2020
Q4 | $120K | Buy |
+550
| New | +$120K | 0.04% | 65 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 175 |
|
|
2019
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 146 |
|