JFS Wealth 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 | $14.5K | Buy |
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|
2025
Q1 | $6.19K | Sell |
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|
2024
Q4 | $14.4K | Buy |
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|
2024
Q3 | $8.26K | Sell |
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|
2024
Q2 | $8.64K | Buy |
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|
2024
Q1 | $6.26K | Sell |
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|
2023
Q4 | $12.9K | Sell |
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|
2023
Q3 | $10.5K | Buy |
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|
2023
Q2 | $13.2K | Sell |
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|
2023
Q1 | $21.1K | Buy |
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|
2022
Q4 | $18.6K | Sell |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | $71K | Buy |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q3 | $86K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $18K | Sell |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $31K | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $13K | Sell |
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|
2017
Q4 | $69K | Buy |
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