PSI 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 | – | Sell |
-544
| Closed | -$29.6K | – | 737 |
|
|
2025
Q1 | $29.6K | Buy |
544
+66
| +14% | +$3.59K | 0.01% | 318 |
|
|
2024
Q4 | $40.6K | Buy |
478
+17
| +4% | +$1.45K | 0.01% | 306 |
|
|
2024
Q3 | $30.9K | Hold |
461
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $29.7K | Sell |
461
-30
| -6% | -$1.94K | 0.01% | 337 |
|
|
2024
Q1 | $41.5K | Hold |
491
| – | – | 0.02% | 284 |
|
|
2023
Q4 | $38K | Sell |
491
-100
| -17% | -$7.74K | 0.01% | 304 |
|
|
2023
Q3 | $26.2K | Hold |
591
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $39.3K | Sell |
591
-100
| -14% | -$6.66K | 0.02% | 275 |
|
|
2023
Q1 | $47.4K | Hold |
691
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $43.4K | Sell |
691
-100
| -13% | -$6.28K | 0.02% | 234 |
|
|
2022
Q3 | $44K | Sell |
791
-543
| -41% | -$30.2K | 0.02% | 245 |
|
|
2022
Q2 | $82K | Buy |
1,334
+200
| +18% | +$12.3K | 0.04% | 190 |
|
|
2022
Q1 | $153K | Buy |
1,134
+130
| +13% | +$17.5K | 0.06% | 157 |
|
|
2021
Q4 | $162K | Buy |
1,004
+904
| +904% | +$146K | 0.07% | 161 |
|
|
2021
Q3 | $24K | Buy |
+100
| New | +$24K | 0.01% | 361 |
|
|
2020
Q1 | – | Sell |
-220
| Closed | -$13K | – | 634 |
|
|
2019
Q4 | $13K | Buy |
+220
| New | +$13K | 0.01% | 437 |
|