Mather 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
Q2 | – | Sell |
-428
| Closed | -$23.2K | – | 1783 |
|
|
2025
Q1 | $23.2K | Sell |
428
-8
| -2% | -$434 | ﹤0.01% | 1059 |
|
|
2024
Q4 | $37.1K | Buy |
436
+34
| +8% | +$2.89K | ﹤0.01% | 931 |
|
|
2024
Q3 | $27K | Sell |
402
-1,278
| -76% | -$85.8K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $142K | Buy |
1,680
+1,229
| +273% | +$104K | ﹤0.01% | 703 |
|
|
2024
Q1 | $34.9K | Buy |
+451
| New | +$34.9K | ﹤0.01% | 943 |
|
|
2022
Q2 | – | Sell |
-1,501
| Closed | -$204K | – | 483 |
|
|
2022
Q1 | $204K | Sell |
1,501
-642
| -30% | -$87.3K | ﹤0.01% | 433 |
|
|
2021
Q4 | $346K | Buy |
+2,143
| New | +$346K | 0.01% | 279 |
|