Kingsview Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,387
| Closed | -$628K | – | 1203 |
|
|
2024
Q4 | $628K | Buy |
+7,387
| New | +$628K | 0.01% | 674 |
|
|
2024
Q3 | – | Sell |
-3,467
| Closed | -$224K | – | 1166 |
|
|
2024
Q2 | $224K | Sell |
3,467
-149
| -4% | -$9.61K | 0.01% | 943 |
|
|
2024
Q1 | $306K | Sell |
3,616
-7,145
| -66% | -$604K | 0.01% | 808 |
|
|
2023
Q4 | $832K | Buy |
10,761
+6,111
| +131% | +$473K | 0.02% | 519 |
|
|
2023
Q3 | $206K | Buy |
4,650
+58
| +1% | +$2.57K | 0.01% | 877 |
|
|
2023
Q2 | $306K | Sell |
4,592
-3,662
| -44% | -$244K | 0.01% | 737 |
|
|
2023
Q1 | $567K | Buy |
8,254
+1,481
| +22% | +$102K | 0.02% | 540 |
|
|
2022
Q4 | $426K | Sell |
6,773
-397
| -6% | -$24.9K | 0.02% | 554 |
|
|
2022
Q3 | $394K | Sell |
7,170
-1,223
| -15% | -$67.2K | 0.02% | 563 |
|
|
2022
Q2 | $516K | Buy |
8,393
+909
| +12% | +$55.9K | 0.02% | 529 |
|
|
2022
Q1 | $1.01M | Buy |
7,484
+1,084
| +17% | +$147K | 0.04% | 390 |
|
|
2021
Q4 | $1.03M | Sell |
6,400
-296
| -4% | -$47.8K | 0.04% | 384 |
|
|
2021
Q3 | $1.61M | Buy |
6,696
+129
| +2% | +$30.9K | 0.08% | 268 |
|
|
2021
Q2 | $1.59M | Sell |
6,567
-4,763
| -42% | -$1.15M | 0.08% | 271 |
|
|
2021
Q1 | $2.6M | Buy |
11,330
+6,949
| +159% | +$1.59M | 0.15% | 149 |
|
|
2020
Q4 | $953K | Buy |
4,381
+738
| +20% | +$161K | 0.07% | 290 |
|
|
2020
Q3 | $592K | Buy |
3,643
+21
| +0.6% | +$3.41K | 0.05% | 329 |
|
|
2020
Q2 | $380K | Sell |
3,622
-1,029
| -22% | -$108K | 0.04% | 395 |
|
|
2020
Q1 | $244K | Sell |
4,651
-25
| -0.5% | -$1.31K | 0.03% | 400 |
|
|
2019
Q4 | $293K | Buy |
+4,676
| New | +$293K | 0.04% | 368 |
|
|
2018
Q1 | – | Sell |
-1,227
| Closed | -$43K | – | 335 |
|
|
2017
Q4 | $43K | Buy |
+1,227
| New | +$43K | 0.02% | 307 |
|