LAM Group’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 |
-157
| Closed | -$13.3K | – | 131 |
|
|
2024
Q4 | $13.3K | Hold |
157
| – | – | 0.01% | 97 |
|
|
2024
Q3 | $10.5K | Hold |
157
| – | – | 0.01% | 98 |
|
|
2024
Q2 | $10.1K | Buy |
157
+41
| +35% | +$2.64K | 0.01% | 97 |
|
|
2024
Q1 | $9.81K | Hold |
116
| – | – | 0.01% | 98 |
|
|
2023
Q4 | $8.97K | Hold |
116
| – | – | 0.01% | 92 |
|
|
2023
Q3 | $5.13K | Hold |
116
| – | – | 0.01% | 90 |
|
|
2023
Q2 | $7.72K | Hold |
116
| – | – | 0.01% | 81 |
|
|
2023
Q1 | $7.96K | Hold |
116
| – | – | 0.01% | 80 |
|
|
2022
Q4 | $7.29K | Buy |
+116
| New | +$7.29K | 0.01% | 81 |
|