KCFA
XYZ
Key Client Fiduciary Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
8,055
-289
| -3% | -$19.6K | 0.22% | 100 |
|
|
2025
Q1 | $453K | Buy |
8,344
+4
| +0% | +$217 | 0.21% | 106 |
|
|
2024
Q4 | $709K | Buy |
8,340
+115
| +1% | +$9.77K | 0.31% | 76 |
|
|
2024
Q3 | $552K | Sell |
8,225
-157
| -2% | -$10.5K | 0.25% | 91 |
|
|
2024
Q2 | $541K | Buy |
8,382
+753
| +10% | +$48.6K | 0.27% | 86 |
|
|
2024
Q1 | $645K | Buy |
7,629
+113
| +2% | +$9.56K | 0.34% | 67 |
|
|
2023
Q4 | $581K | Buy |
7,516
+1
| +0% | +$77 | 0.34% | 71 |
|
|
2023
Q3 | $333K | Sell |
7,515
-418
| -5% | -$18.5K | 0.2% | 115 |
|
|
2023
Q2 | $528K | Buy |
7,933
+30
| +0.4% | +$2K | 0.31% | 73 |
|
|
2023
Q1 | $543K | Sell |
7,903
-80
| -1% | -$5.49K | 0.34% | 65 |
|
|
2022
Q4 | $502K | Sell |
7,983
-1,396
| -15% | -$87.7K | 0.34% | 67 |
|
|
2022
Q3 | $516K | Buy |
9,379
+188
| +2% | +$10.3K | 0.47% | 43 |
|
|
2022
Q2 | $565K | Buy |
9,191
+1,144
| +14% | +$70.3K | 0.55% | 41 |
|
|
2022
Q1 | $1.09M | Buy |
8,047
+4,056
| +102% | +$550K | 0.86% | 31 |
|
|
2021
Q4 | $645K | Buy |
+3,991
| New | +$645K | 0.53% | 48 |
|