Independent Advisor Alliance’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
|
|||||
|
2025
Q1 | $756K | Sell |
|
|||||
|
2024
Q4 | $1.26M | Buy |
|
|||||
|
2024
Q3 | $846K | Buy |
|
|||||
|
2024
Q2 | $476K | Sell |
|
|||||
|
2024
Q1 | $687K | Buy |
|
|||||
|
2023
Q4 | $566K | Buy |
|
|||||
|
2023
Q3 | $324K | Sell |
|
|||||
|
2023
Q2 | $533K | Buy |
|
|||||
|
2023
Q1 | $513K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $487K | Sell |
|
|||||
|
2022
Q2 | $579K | Sell |
|
|||||
|
2022
Q1 | $1.32M | Buy |
|
|||||
|
2021
Q4 | $1.55M | Sell |
|
|||||
|
2021
Q3 | $3.45M | Buy |
|
|||||
|
2021
Q2 | $3.37M | Buy |
|
|||||
|
2021
Q1 | $1.21M | Sell |
|
|||||
|
2020
Q4 | $2.25M | Buy |
|
|||||
|
2020
Q3 | $1.51M | Buy |
|
|||||
|
2020
Q2 | $898K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $337K | Buy |
|