Independent Wealth Network’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 | $266K | Buy |
+3,922
| New | +$266K | 0.1% | 208 |
|
|
2025
Q1 | – | Sell |
-2,862
| Closed | -$243K | – | 254 |
|
|
2024
Q4 | $243K | Buy |
+2,862
| New | +$243K | 0.1% | 197 |
|
|
2024
Q2 | – | Sell |
-2,612
| Closed | -$221K | – | 232 |
|
|
2024
Q1 | $221K | Sell |
2,612
-123
| -4% | -$10.4K | 0.1% | 195 |
|
|
2023
Q4 | $212K | Buy |
+2,735
| New | +$212K | 0.11% | 195 |
|