Rakuten Investment 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
$848K Buy
+15,320
New +$848K ﹤0.01% 519
2024
Q3
$682K Buy
10,181
+2,545
+33% +$170K ﹤0.01% 402
2024
Q2
$484K Buy
7,636
+2,846
+59% +$180K ﹤0.01% 399
2024
Q1
$405K Buy
4,790
+4,396
+1,116% +$372K ﹤0.01% 362
2023
Q4
$31.3K Buy
+394
New +$31.3K ﹤0.01% 374