Morton Brown Family Wealth’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 |
-1,000
| Closed | -$85K | – | 359 |
|
|
2024
Q4 | $85K | Hold |
1,000
| – | – | 0.03% | 89 |
|
|
2024
Q3 | $67.1K | Buy |
+1,000
| New | +$67.1K | 0.02% | 87 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$84.6K | – | 237 |
|
|
2024
Q1 | $84.6K | Hold |
1,000
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $77.4K | Buy |
+1,000
| New | +$77.4K | 0.03% | 80 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$824 | – | 300 |
|
|
2023
Q1 | $824 | Buy |
+12
| New | +$824 | ﹤0.01% | 277 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$136K | – | 308 |
|
|
2022
Q1 | $136K | Hold |
1,000
| – | – | 0.1% | 50 |
|
|
2021
Q4 | $162K | Buy |
+1,000
| New | +$162K | 0.12% | 45 |
|