Nordwand 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 |
-100
| Closed | -$8.5K | – | 128 |
|
2024
Q4 | $8.5K | Hold |
100
| – | – | ﹤0.01% | 91 |
|
2024
Q3 | $6.71K | Hold |
100
| – | – | ﹤0.01% | 98 |
|
2024
Q2 | $6.45K | Hold |
100
| – | – | ﹤0.01% | 122 |
|
2024
Q1 | $8.46K | Hold |
100
| – | – | ﹤0.01% | 130 |
|
2023
Q4 | $7.74K | Hold |
100
| – | – | ﹤0.01% | 123 |
|
2023
Q3 | $4.43K | Hold |
100
| – | – | ﹤0.01% | 111 |
|
2023
Q2 | $6.66K | Hold |
100
| – | – | ﹤0.01% | 97 |
|
2023
Q1 | $6.87K | Buy |
+100
| New | +$6.87K | ﹤0.01% | 104 |
|