Legacy 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
Q1 | – | Sell |
-2,358
| Closed | -$200K | – | 473 |
|
|
2024
Q4 | $200K | Buy |
+2,358
| New | +$200K | 0.02% | 394 |
|
|
2019
Q3 | – | Sell |
-360
| Closed | -$26K | – | 349 |
|
|
2019
Q2 | $26K | Hold |
360
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $27K | Buy |
+360
| New | +$27K | 0.01% | 256 |
|
|
2018
Q4 | – | Sell |
-326
| Closed | -$32K | – | 412 |
|
|
2018
Q3 | $32K | Hold |
326
| – | – | 0.02% | 267 |
|
|
2018
Q2 | $20K | Hold |
326
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $15K | Buy |
+326
| New | +$15K | 0.01% | 229 |
|