NewSquare Capital’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 | $1.56K | Buy |
+23
| New | +$1.56K | ﹤0.01% | 998 |
|
|
2024
Q2 | – | Sell |
-53
| Closed | -$4.48K | – | 492 |
|
|
2024
Q1 | $4.48K | Hold |
53
| – | – | ﹤0.01% | 303 |
|
|
2023
Q4 | $4.1K | Sell |
53
-1,029
| -95% | -$79.6K | ﹤0.01% | 331 |
|
|
2023
Q3 | $47.9K | Buy |
1,082
+840
| +347% | +$37.2K | 0.01% | 196 |
|
|
2023
Q2 | $16.1K | Sell |
242
-103
| -30% | -$6.86K | ﹤0.01% | 279 |
|
|
2023
Q1 | $23.7K | Buy |
345
+258
| +297% | +$17.7K | ﹤0.01% | 251 |
|
|
2022
Q4 | $5.47K | Buy |
+87
| New | +$5.47K | ﹤0.01% | 359 |
|
|
2019
Q2 | – | Sell |
-3,270
| Closed | -$245K | – | 380 |
|
|
2019
Q1 | $245K | Buy |
+3,270
| New | +$245K | 0.05% | 114 |
|
|
2018
Q4 | – | Sell |
-2,985
| Closed | -$296K | – | 369 |
|
|
2018
Q3 | $296K | Buy |
2,985
+195
| +7% | +$19.3K | 0.06% | 98 |
|
|
2018
Q2 | $196K | Buy |
+2,790
| New | +$196K | 0.04% | 108 |
|