Libra Wealth’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,554
| Closed | -$239K | – | 57 |
|
|
2024
Q3 | $239K | Hold |
3,554
| – | – | 0.1% | 51 |
|
|
2024
Q2 | $229K | Hold |
3,554
| – | – | 0.1% | 49 |
|
|
2024
Q1 | $301K | Hold |
3,554
| – | – | 0.13% | 47 |
|
|
2023
Q4 | $275K | Buy |
+3,554
| New | +$275K | 0.14% | 44 |
|
|
2023
Q3 | – | Sell |
-3,554
| Closed | -$237K | – | 52 |
|
|
2023
Q2 | $237K | Hold |
3,554
| – | – | 0.13% | 45 |
|
|
2023
Q1 | $244K | Hold |
3,554
| – | – | 0.14% | 41 |
|
|
2022
Q4 | $223K | Buy |
+3,554
| New | +$223K | 0.01% | 47 |
|