IWA
XYZ
IVC Wealth Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,921
| Closed | -$247K | – | 172 |
|
|
2024
Q1 | $247K | Buy |
+2,921
| New | +$247K | 0.14% | 141 |
|
|
2022
Q2 | – | Sell |
-2,345
| Closed | -$318K | – | 151 |
|
|
2022
Q1 | $318K | Buy |
2,345
+566
| +32% | +$76.8K | 0.21% | 110 |
|
|
2021
Q4 | $287K | Buy |
1,779
+295
| +20% | +$47.6K | 0.19% | 113 |
|
|
2021
Q3 | $356K | Buy |
1,484
+100
| +7% | +$24K | 0.25% | 95 |
|
|
2021
Q2 | $337K | Buy |
1,384
+245
| +22% | +$59.7K | 0.24% | 103 |
|
|
2021
Q1 | $259K | Buy |
+1,139
| New | +$259K | 0.2% | 103 |
|