NBC Securities’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 | $16K | Hold |
238
| – | – | ﹤0.01% | 1808 |
|
|
2025
Q1 | $12K | Buy |
+238
| New | +$12K | ﹤0.01% | 1689 |
|
|
2024
Q4 | – | Sell |
-160
| Closed | -$10K | – | 2141 |
|
|
2024
Q3 | $10K | Sell |
160
-260
| -62% | -$16.3K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $27K | Hold |
420
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q1 | $35K | Sell |
420
-8
| -2% | -$667 | ﹤0.01% | 1243 |
|
|
2023
Q4 | $33K | Hold |
428
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q3 | $18K | Buy |
+428
| New | +$18K | ﹤0.01% | 1507 |
|