J.W. Cole Advisors’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 | $500K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $637K | Sell |
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|
2021
Q4 | $876K | Sell |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.59M | Buy |
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