Mine & Arao Wealth Creation & Management’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,000	Closed	-$84.6K	–	380
2024 Q1	$84.6K	Hold	1,000	–	–	0.04%	114
2023 Q4	$77.3K	Sell	1,000 -13	-1%	-$735	0.04%	119
2023 Q3	$44.8K	Hold	1,013	–	–	0.03%	140
2023 Q2	$67.4K	Hold	1,013	–	–	0.04%	125
2023 Q1	$69.5K	Hold	1,013	–	–	0.04%	122
2022 Q4	$63.7K	Hold	1,013	–	–	0.05%	123
2022 Q3	$56K	Hold	1,013	–	–	0.04%	129
2022 Q2	$62K	Hold	1,013	–	–	0.04%	127
2022 Q1	$137K	Hold	1,013	–	–	0.08%	90
2021 Q4	$164K	Buy	1,013 +100	+11%	+$21.7K	0.09%	82
2021 Q3	$219K	Hold	913	–	–	0.13%	67
2021 Q2	$223K	Hold	913	–	–	0.13%	66
2021 Q1	$207K	Buy	913 +13	+1%	+$3.04K	0.14%	68
2020 Q4	$196K	Hold	900	–	–	0.14%	62
2020 Q3	$146K	Hold	900	–	–	0.12%	67
2020 Q2	$94K	Hold	900	–	–	0.09%	83
2020 Q1	$47K	Hold	900	–	–	0.05%	105
2019 Q4	$56K	Buy	+900	New	+$57.5K	0.05%	117