Integrated Advisors 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
Q1 | – | Sell |
-6,068
| Closed | -$516K | – | 776 |
|
|
2024
Q4 | $516K | Sell |
6,068
-3,250
| -35% | -$276K | 0.02% | 440 |
|
|
2024
Q3 | $626K | Sell |
9,318
-2,652
| -22% | -$178K | 0.03% | 409 |
|
|
2024
Q2 | $772K | Buy |
11,970
+363
| +3% | +$23.4K | 0.04% | 339 |
|
|
2024
Q1 | $982K | Sell |
11,607
-12,448
| -52% | -$1.05M | 0.05% | 308 |
|
|
2023
Q4 | $1.86M | Buy |
24,055
+12,916
| +116% | +$999K | 0.11% | 203 |
|
|
2023
Q3 | $493K | Buy |
11,139
+1,697
| +18% | +$75.1K | 0.03% | 414 |
|
|
2023
Q2 | $629K | Sell |
9,442
-2,980
| -24% | -$198K | 0.04% | 376 |
|
|
2023
Q1 | $853K | Buy |
12,422
+295
| +2% | +$20.3K | 0.05% | 311 |
|
|
2022
Q4 | $762K | Sell |
12,127
-83
| -0.7% | -$5.22K | 0.05% | 340 |
|
|
2022
Q3 | $671K | Buy |
12,210
+2,348
| +24% | +$129K | 0.05% | 342 |
|
|
2022
Q2 | $606K | Sell |
9,862
-2,425
| -20% | -$149K | 0.04% | 376 |
|
|
2022
Q1 | $1.67M | Buy |
12,287
+3,541
| +40% | +$480K | 0.1% | 225 |
|
|
2021
Q4 | $1.41M | Buy |
8,746
+2,876
| +49% | +$465K | 0.08% | 216 |
|
|
2021
Q3 | $1.41M | Buy |
5,870
+2,393
| +69% | +$574K | 0.09% | 204 |
|
|
2021
Q2 | $848K | Buy |
3,477
+1,912
| +122% | +$466K | 0.06% | 252 |
|
|
2021
Q1 | $355K | Buy |
+1,565
| New | +$355K | 0.03% | 392 |
|
|
2020
Q4 | – | Sell |
-1,766
| Closed | -$287K | – | 520 |
|
|
2020
Q3 | $287K | Buy |
+1,766
| New | +$287K | 0.04% | 350 |
|
|
2020
Q1 | – | Sell |
-22,805
| Closed | -$1.43M | – | 456 |
|
|
2019
Q4 | $1.43M | Buy |
+22,805
| New | +$1.43M | 0.19% | 156 |
|