MCF 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
Q2 | $275K | Hold |
4,048
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $220K | Hold |
4,048
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $344K | Buy |
4,048
+50
| +1% | +$4.25K | 0.02% | 181 |
|
|
2024
Q3 | $268K | Hold |
3,998
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $258K | Sell |
3,998
-6
| -0.1% | -$387 | 0.02% | 203 |
|
|
2024
Q1 | $339K | Buy |
4,004
+9
| +0.2% | +$761 | 0.03% | 172 |
|
|
2023
Q4 | $309K | Sell |
3,995
-68
| -2% | -$5.26K | 0.03% | 180 |
|
|
2023
Q3 | $180K | Hold |
4,063
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $270K | Hold |
4,063
| – | – | 0.02% | 188 |
|
|
2023
Q1 | $279K | Hold |
4,063
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $255K | Hold |
4,063
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $223K | Hold |
4,063
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $250K | Buy |
4,063
+3,980
| +4,795% | +$245K | 0.03% | 166 |
|
|
2022
Q1 | $11K | Buy |
+83
| New | +$11K | ﹤0.01% | 518 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$28K | – | 720 |
|
|
2021
Q3 | $28K | Hold |
115
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $28K | Hold |
115
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $26K | Hold |
115
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $25K | Hold |
115
| – | – | ﹤0.01% | 318 |
|
|
2020
Q3 | $19K | Buy |
115
+35
| +44% | +$5.78K | ﹤0.01% | 327 |
|
|
2020
Q2 | $8K | Hold |
80
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 407 |
|
|
2018
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 368 |
|
|
2018
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 381 |
|
|
2018
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 393 |
|