RMR Wealth Builders’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 | – | Sell |
|
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|
2025
Q2 | $303K | Buy |
|
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|
2025
Q1 | $218K | Buy |
|
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|
2024
Q4 | $267K | Sell |
|
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|
2024
Q3 | $241K | Buy |
|
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|
2024
Q2 | $219K | Buy |
|
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|
2024
Q1 | $225K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $267K | Buy |
|
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|
2022
Q1 | $580K | Buy |
|
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|
2021
Q4 | $249K | Sell |
|
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|
2021
Q3 | $929K | Buy |
|
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|
2021
Q2 | $889K | Buy |
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|
2021
Q1 | $793K | Buy |
|
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|
2020
Q4 | $698K | Sell |
|
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2019
Q4 | $201K | Buy |
|