Miracle Mile 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
Q1 | – | Sell |
-8,758
| Closed | -$744K | – | 683 |
|
|
2024
Q4 | $744K | Buy |
8,758
+35
| +0.4% | +$2.98K | 0.02% | 382 |
|
|
2024
Q3 | $586K | Sell |
8,723
-612
| -7% | -$41.1K | 0.01% | 346 |
|
|
2024
Q2 | $602K | Buy |
9,335
+582
| +7% | +$37.5K | 0.01% | 329 |
|
|
2024
Q1 | $740K | Buy |
8,753
+30
| +0.3% | +$2.54K | 0.02% | 299 |
|
|
2023
Q4 | $675K | Sell |
8,723
-147
| -2% | -$11.4K | 0.02% | 307 |
|
|
2023
Q3 | $393K | Sell |
8,870
-639
| -7% | -$28.3K | 0.01% | 360 |
|
|
2023
Q2 | $633K | Sell |
9,509
-15
| -0.2% | -$999 | 0.02% | 314 |
|
|
2023
Q1 | $654K | Buy |
9,524
+107
| +1% | +$7.35K | 0.02% | 324 |
|
|
2022
Q4 | $592K | Buy |
9,417
+1,090
| +13% | +$68.5K | 0.02% | 335 |
|
|
2022
Q3 | $458K | Buy |
+8,327
| New | +$458K | 0.02% | 302 |
|
|
2021
Q4 | – | Sell |
-1,305
| Closed | -$313K | – | 485 |
|
|
2021
Q3 | $313K | Buy |
1,305
+177
| +16% | +$42.5K | 0.02% | 356 |
|
|
2021
Q2 | $275K | Buy |
+1,128
| New | +$275K | 0.01% | 324 |
|
|
2020
Q3 | – | Sell |
-2,769
| Closed | -$291K | – | 410 |
|
|
2020
Q2 | $291K | Buy |
+2,769
| New | +$291K | 0.02% | 266 |
|
|
2020
Q1 | – | Sell |
-63,549
| Closed | -$3.98M | – | 325 |
|
|
2019
Q4 | $3.98M | Sell |
63,549
-24,298
| -28% | -$1.52M | 0.27% | 77 |
|
|
2019
Q3 | $5.44M | Buy |
+87,847
| New | +$5.44M | 0.38% | 61 |
|