Rise 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 |
-16
| Closed | -$869 | – | 1655 |
|
|
2025
Q1 | $869 | Buy |
+16
| New | +$869 | ﹤0.01% | 1305 |
|
|
2024
Q4 | – | Sell |
-55
| Closed | -$3.69K | – | 1236 |
|
|
2024
Q3 | $3.69K | Sell |
55
-24
| -30% | -$1.61K | ﹤0.01% | 1097 |
|
|
2024
Q2 | $5.1K | Sell |
79
-30
| -28% | -$1.94K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $9.22K | Hold |
109
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q4 | $8.43K | Hold |
109
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $4.82K | Sell |
109
-24
| -18% | -$1.06K | ﹤0.01% | 380 |
|
|
2023
Q2 | $8.85K | Hold |
133
| – | – | 0.01% | 355 |
|
|
2023
Q1 | $9.13K | Sell |
133
-26,891
| -100% | -$1.85M | 0.01% | 376 |
|
|
2022
Q4 | $1.7M | Sell |
27,024
-320
| -1% | -$20.1K | 1.36% | 14 |
|
|
2022
Q3 | $1.5M | Buy |
27,344
+11,252
| +70% | +$619K | 1.25% | 15 |
|
|
2022
Q2 | $989K | Buy |
16,092
+681
| +4% | +$41.9K | 1% | 19 |
|
|
2022
Q1 | $2.09M | Buy |
15,411
+4,461
| +41% | +$605K | 1.88% | 15 |
|
|
2021
Q4 | $1.77M | Buy |
+10,950
| New | +$1.77M | 1.68% | 16 |
|