Prosperity Wealth Management’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 |
-4,495
| Closed | -$382K | – | 256 |
|
|
2024
Q4 | $382K | Buy |
+4,495
| New | +$382K | 0.16% | 129 |
|
|
2024
Q3 | – | Sell |
-8,515
| Closed | -$549K | – | 226 |
|
|
2024
Q2 | $549K | Buy |
8,515
+3,608
| +74% | +$233K | 0.27% | 79 |
|
|
2024
Q1 | $415K | Buy |
4,907
+12
| +0.2% | +$1.02K | 0.2% | 88 |
|
|
2023
Q4 | $379K | Buy |
+4,895
| New | +$379K | 0.25% | 70 |
|
|
2023
Q3 | – | Sell |
-3,319
| Closed | -$221K | – | 166 |
|
|
2023
Q2 | $221K | Buy |
+3,319
| New | +$221K | 0.14% | 114 |
|
|
2023
Q1 | – | Sell |
-2,095
| Closed | -$132K | – | 158 |
|
|
2022
Q4 | $132K | Buy |
+2,095
| New | +$132K | 0.12% | 113 |
|