JFS Wealth Advisors’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 | $14.5K | Buy |
214
+100
| +88% | +$6.79K | ﹤0.01% | 741 |
|
|
2025
Q1 | $6.19K | Sell |
114
-56
| -33% | -$3.04K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $14.4K | Buy |
170
+47
| +38% | +$4K | ﹤0.01% | 739 |
|
|
2024
Q3 | $8.26K | Sell |
123
-11
| -8% | -$738 | ﹤0.01% | 924 |
|
|
2024
Q2 | $8.64K | Buy |
134
+60
| +81% | +$3.87K | ﹤0.01% | 841 |
|
|
2024
Q1 | $6.26K | Sell |
74
-93
| -56% | -$7.87K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $12.9K | Sell |
167
-70
| -30% | -$5.42K | ﹤0.01% | 701 |
|
|
2023
Q3 | $10.5K | Buy |
237
+39
| +20% | +$1.73K | ﹤0.01% | 708 |
|
|
2023
Q2 | $13.2K | Sell |
198
-110
| -36% | -$7.32K | ﹤0.01% | 644 |
|
|
2023
Q1 | $21.1K | Buy |
308
+12
| +4% | +$824 | ﹤0.01% | 525 |
|
|
2022
Q4 | $18.6K | Sell |
296
-114
| -28% | -$7.16K | ﹤0.01% | 550 |
|
|
2022
Q3 | $23K | Sell |
410
-191
| -32% | -$10.7K | ﹤0.01% | 549 |
|
|
2022
Q2 | $37K | Buy |
601
+74
| +14% | +$4.56K | ﹤0.01% | 454 |
|
|
2022
Q1 | $71K | Buy |
527
+162
| +44% | +$21.8K | 0.01% | 353 |
|
|
2021
Q4 | $59K | Buy |
365
+6
| +2% | +$970 | 0.01% | 397 |
|
|
2021
Q3 | $86K | Buy |
359
+109
| +44% | +$26.1K | 0.01% | 337 |
|
|
2021
Q2 | $61K | Hold |
250
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $57K | Hold |
250
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $54K | Hold |
250
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $41K | Hold |
250
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $26K | Hold |
250
| – | – | 0.01% | 283 |
|
|
2020
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 325 |
|
|
2019
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 332 |
|
|
2019
Q2 | $18K | Sell |
250
-300
| -55% | -$21.6K | ﹤0.01% | 320 |
|
|
2019
Q1 | $41K | Hold |
550
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $31K | Sell |
550
-1,710
| -76% | -$96.4K | 0.01% | 257 |
|
|
2018
Q3 | $224K | Buy |
2,260
+2,000
| +769% | +$198K | 0.06% | 137 |
|
|
2018
Q2 | $16K | Hold |
260
| – | – | ﹤0.01% | 332 |
|
|
2018
Q1 | $13K | Sell |
260
-1,740
| -87% | -$87K | ﹤0.01% | 350 |
|
|
2017
Q4 | $69K | Buy |
+2,000
| New | +$69K | 0.02% | 229 |
|