Rise Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $869 | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.69K | Sell |
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|
2024
Q2 | $5.09K | Sell |
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|
2024
Q1 | $9.22K | Hold |
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|
2023
Q4 | $8.43K | Hold |
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|
2023
Q3 | $4.82K | Sell |
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|
2023
Q2 | $8.85K | Hold |
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|
2023
Q1 | $9.13K | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $989K | Buy |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $1.77M | Buy |
|