JNBA Financial 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 | – | Sell |
-20
| Closed | -$1.09K | – | 696 |
|
|
2025
Q1 | $1.09K | Sell |
20
-27
| -57% | -$1.47K | ﹤0.01% | 615 |
|
|
2024
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $3.16K | Hold |
47
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $3.03K | Hold |
47
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $3.98K | Hold |
47
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $3.64K | Hold |
47
| – | – | ﹤0.01% | 564 |
|
|
2023
Q3 | $2.08K | Hold |
47
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $3.13K | Hold |
47
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $3.23K | Hold |
47
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $2.95K | Sell |
47
-150
| -76% | -$9.42K | ﹤0.01% | 557 |
|
|
2022
Q3 | $11K | Sell |
197
-18
| -8% | -$1.01K | ﹤0.01% | 450 |
|
|
2022
Q2 | $13K | Buy |
215
+18
| +9% | +$1.09K | ﹤0.01% | 461 |
|
|
2022
Q1 | $27K | Buy |
197
+136
| +223% | +$18.6K | ﹤0.01% | 366 |
|
|
2021
Q4 | $10K | Sell |
61
-16
| -21% | -$2.62K | ﹤0.01% | 534 |
|
|
2021
Q3 | $18K | Hold |
77
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $19K | Hold |
77
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $17K | Hold |
77
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $17K | Buy |
77
+20
| +35% | +$4.42K | ﹤0.01% | 384 |
|
|
2020
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $6K | Buy |
57
+27
| +90% | +$2.84K | ﹤0.01% | 449 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 518 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 576 |
|
|
2019
Q3 | $2K | Sell |
30
-100
| -77% | -$6.67K | ﹤0.01% | 561 |
|
|
2019
Q2 | $9K | Buy |
130
+116
| +829% | +$8.03K | ﹤0.01% | 447 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 539 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 515 |
|