Smartleaf Asset Management’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 | $82.3K | Sell |
1,235
-1,163
| -48% | -$77.5K | 0.01% | 939 |
|
|
2025
Q1 | $133K | Buy |
2,398
+28
| +1% | +$1.55K | 0.01% | 722 |
|
|
2024
Q4 | $207K | Buy |
2,370
+1,064
| +81% | +$93.1K | 0.02% | 528 |
|
|
2024
Q3 | $87.5K | Buy |
1,306
+800
| +158% | +$53.6K | 0.01% | 751 |
|
|
2024
Q2 | $32.1K | Buy |
506
+414
| +450% | +$26.2K | 0.01% | 867 |
|
|
2024
Q1 | $7.65K | Buy |
+92
| New | +$7.65K | ﹤0.01% | 1088 |
|