Ridgewood Investments’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 | $64.5K | Sell |
949
-100
| -10% | -$6.79K | 0.03% | 297 |
|
|
2025
Q1 | $57K | Sell |
1,049
-246
| -19% | -$13.4K | 0.03% | 298 |
|
|
2024
Q4 | $110K | Sell |
1,295
-494
| -28% | -$42K | 0.05% | 229 |
|
|
2024
Q3 | $120K | Sell |
1,789
-80
| -4% | -$5.37K | 0.06% | 220 |
|
|
2024
Q2 | $121K | Buy |
+1,869
| New | +$121K | 0.06% | 224 |
|
|
2023
Q3 | – | Sell |
-2,434
| Closed | -$162K | – | 817 |
|
|
2023
Q2 | $162K | Buy |
2,434
+105
| +5% | +$6.99K | 0.09% | 190 |
|
|
2023
Q1 | $160K | Buy |
+2,329
| New | +$160K | 0.1% | 202 |
|
|
2021
Q2 | – | Sell |
-1,410
| Closed | -$320K | – | 206 |
|
|
2021
Q1 | $320K | Buy |
1,410
+17
| +1% | +$3.86K | 0.2% | 142 |
|
|
2020
Q4 | $226K | Hold |
1,393
| – | – | 0.18% | 146 |
|
|
2020
Q3 | $226K | Buy |
+1,393
| New | +$226K | 0.18% | 147 |
|