Powell Investment 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 | $378K | Buy |
+5,563
| New | +$378K | 0.14% | 91 |
|
|
2025
Q1 | – | Sell |
-3,063
| Closed | -$260K | – | 166 |
|
|
2024
Q4 | $260K | Hold |
3,063
| – | – | 0.12% | 105 |
|
|
2024
Q3 | $206K | Buy |
+3,063
| New | +$206K | 0.1% | 118 |
|
|
2024
Q2 | – | Sell |
-3,097
| Closed | -$262K | – | 160 |
|
|
2024
Q1 | $262K | Hold |
3,097
| – | – | 0.14% | 90 |
|
|
2023
Q4 | $240K | Buy |
+3,097
| New | +$240K | 0.13% | 96 |
|