Quadcap 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
Q2 | $437K | Sell |
6,427
-250
| -4% | -$17K | 0.06% | 276 |
|
|
2025
Q1 | $363K | Sell |
6,677
-2,817
| -30% | -$153K | 0.05% | 284 |
|
|
2024
Q4 | $807K | Sell |
9,494
-59
| -0.6% | -$5.01K | 0.12% | 165 |
|
|
2024
Q3 | $641K | Sell |
9,553
-138
| -1% | -$9.26K | 0.1% | 208 |
|
|
2024
Q2 | $625K | Buy |
9,691
+753
| +8% | +$48.6K | 0.11% | 199 |
|
|
2024
Q1 | $756K | Sell |
8,938
-1,876
| -17% | -$159K | 0.17% | 138 |
|
|
2023
Q4 | $836K | Buy |
+10,814
| New | +$836K | 0.22% | 126 |
|