New England Capital Financial 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 | $11K | Hold |
162
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $8.8K | Hold |
162
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $13.8K | Hold |
162
| – | – | 0.01% | 208 |
|
|
2024
Q3 | $10.9K | Sell |
162
-77
| -32% | -$5.17K | 0.01% | 224 |
|
|
2024
Q2 | $15.4K | Hold |
239
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $20.2K | Hold |
239
| – | – | 0.01% | 174 |
|
|
2023
Q4 | $18.5K | Sell |
239
-26
| -10% | -$2.01K | 0.01% | 183 |
|
|
2023
Q3 | $11.7K | Buy |
265
+80
| +43% | +$3.54K | 0.01% | 216 |
|
|
2023
Q2 | $12.3K | Hold |
185
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $12.7K | Hold |
185
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $14.1K | Buy |
+185
| New | +$14.1K | 0.01% | 225 |
|