JB Capital’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 | $441K | Buy |
6,498
+117
| +2% | +$7.95K | 0.02% | 171 |
|
|
2025
Q1 | $347K | Sell |
6,381
-16
| -0.3% | -$869 | 0.02% | 176 |
|
|
2024
Q4 | $544K | Buy |
6,397
+458
| +8% | +$38.9K | 0.03% | 147 |
|
|
2024
Q3 | $399K | Sell |
5,939
-134
| -2% | -$9K | 0.02% | 165 |
|
|
2024
Q2 | $392K | Buy |
6,073
+124
| +2% | +$8K | 0.02% | 164 |
|
|
2024
Q1 | $503K | Buy |
5,949
+1,845
| +45% | +$156K | 0.03% | 141 |
|
|
2023
Q4 | $317K | Buy |
+4,104
| New | +$317K | 0.02% | 165 |
|
|
2022
Q2 | – | Sell |
-1,911
| Closed | -$260K | – | 249 |
|
|
2022
Q1 | $260K | Buy |
1,911
+640
| +50% | +$87.1K | 0.03% | 211 |
|
|
2021
Q4 | $205K | Hold |
1,271
| – | – | 0.02% | 244 |
|
|
2021
Q3 | $305K | Buy |
+1,271
| New | +$305K | 0.04% | 235 |
|