IAG 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 | $13.6K | Hold |
200
| – | – | ﹤0.01% | 315 |
|
|
2025
Q1 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 296 |
|
|
2024
Q3 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2024
Q2 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $16.9K | Hold |
200
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $8.85K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $13.3K | Sell |
200
-200
| -50% | -$13.3K | ﹤0.01% | 277 |
|
|
2023
Q1 | $27.5K | Buy |
400
+200
| +100% | +$13.7K | 0.01% | 191 |
|
|
2022
Q4 | $12.6K | Hold |
200
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $12K | Buy |
200
+100
| +100% | +$6K | ﹤0.01% | 263 |
|
|
2022
Q1 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 263 |
|