PSI Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $29.6K | Buy |
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|
2024
Q4 | $40.6K | Buy |
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|
2024
Q3 | $30.9K | Hold |
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|
2024
Q2 | $29.7K | Sell |
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|
2024
Q1 | $41.5K | Hold |
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|
2023
Q4 | $38K | Sell |
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|
2023
Q3 | $26.2K | Hold |
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|
2023
Q2 | $39.3K | Sell |
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|
2023
Q1 | $47.4K | Hold |
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|
2022
Q4 | $43.4K | Sell |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $24K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13K | Buy |
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