Pineridge 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 | $5.1K | Hold |
75
| – | – | ﹤0.01% | 302 |
|
2025
Q1 | $4.08K | Sell |
75
-170
| -69% | -$9.24K | ﹤0.01% | 335 |
|
2024
Q4 | $20.8K | Buy |
245
+70
| +40% | +$5.95K | 0.01% | 214 |
|
2024
Q3 | $11.7K | Hold |
175
| – | – | ﹤0.01% | 264 |
|
2024
Q2 | $11.3K | Hold |
175
| – | – | ﹤0.01% | 272 |
|
2024
Q1 | $14.8K | Hold |
175
| – | – | 0.01% | 255 |
|
2023
Q4 | $13.5K | Buy |
+175
| New | +$13.5K | ﹤0.01% | 331 |
|