Level Four Advisory Services’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $999K | Sell |
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|
2020
Q2 | $872K | Sell |
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|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $683K | Sell |
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|
2019
Q3 | $718K | Buy |
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|
2019
Q2 | $756K | Buy |
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|
2019
Q1 | $732K | Sell |
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|
2018
Q4 | $592K | Buy |
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|
2018
Q3 | $903K | Buy |
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|
2018
Q2 | $555K | Buy |
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|
2018
Q1 | $407K | Buy |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $199K | Buy |
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