MCF Advisors’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
Q2 | $275K | Hold |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $279K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $11K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $4K | Buy |
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