Sit Investment Associates’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 | $31K | Hold |
450
| – | – | ﹤0.01% | 508 |
|
|
2025
Q1 | $24K | Hold |
450
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $38K | Hold |
450
| – | – | ﹤0.01% | 516 |
|
|
2024
Q3 | $30K | Hold |
450
| – | – | ﹤0.01% | 528 |
|
|
2024
Q2 | $29K | Hold |
450
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $38K | Hold |
450
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $35K | Hold |
450
| – | – | ﹤0.01% | 518 |
|
|
2023
Q3 | $20K | Sell |
450
-550
| -55% | -$24.4K | ﹤0.01% | 518 |
|
|
2023
Q2 | $67K | Hold |
1,000
| – | – | ﹤0.01% | 512 |
|
|
2023
Q1 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $63K | Buy |
+1,000
| New | +$63K | ﹤0.01% | 510 |
|