SWM
XYZ
SilverOak Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+3,204
| New | +$218K | 0.04% | 107 |
|
|
2025
Q1 | – | Sell |
-3,074
| Closed | -$261K | – | 104 |
|
|
2024
Q4 | $261K | Buy |
+3,074
| New | +$261K | 0.06% | 81 |
|
|
2024
Q2 | – | Sell |
-2,750
| Closed | -$233K | – | 99 |
|
|
2024
Q1 | $233K | Sell |
2,750
-39
| -1% | -$3.3K | 0.06% | 88 |
|
|
2023
Q4 | $216K | Buy |
+2,789
| New | +$216K | 0.06% | 80 |
|