Rehmann Capital Advisory Group’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 | $221K | Sell |
3,249
-1,634
| -33% | -$111K | 0.01% | 555 |
|
|
2025
Q1 | $265K | Buy |
+4,883
| New | +$265K | 0.02% | 512 |
|
|
2021
Q4 | – | Sell |
-1,113
| Closed | -$267K | – | 592 |
|
|
2021
Q3 | $267K | Sell |
1,113
-24
| -2% | -$5.76K | 0.03% | 462 |
|
|
2021
Q2 | $282K | Sell |
1,137
-49
| -4% | -$12.2K | 0.03% | 446 |
|
|
2021
Q1 | $269K | Buy |
1,186
+63
| +6% | +$14.3K | 0.03% | 432 |
|
|
2020
Q4 | $244K | Buy |
+1,123
| New | +$244K | 0.03% | 425 |
|
|
2019
Q3 | – | Sell |
-596
| Closed | -$43.2K | – | 2177 |
|
|
2019
Q2 | $43.2K | Buy |
596
+8
| +1% | +$580 | 0.01% | 891 |
|
|
2019
Q1 | $44.1K | Hold |
588
| – | – | 0.01% | 856 |
|
|
2018
Q4 | $33K | Buy |
588
+243
| +70% | +$13.6K | ﹤0.01% | 724 |
|
|
2018
Q3 | $34.2K | Sell |
345
-1,972
| -85% | -$195K | ﹤0.01% | 939 |
|
|
2018
Q2 | $143K | Buy |
2,317
+2,008
| +650% | +$124K | 0.02% | 461 |
|
|
2018
Q1 | $15K | Buy |
+309
| New | +$15K | ﹤0.01% | 1180 |
|