Strategic Investment Solutions’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 | $13.6K | Hold |
200
| – | – | ﹤0.01% | 320 |
|
2025
Q1 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
2024
Q4 | $17K | Hold |
200
| – | – | 0.01% | 325 |
|
2024
Q3 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 327 |
|
2024
Q2 | $12.4K | Buy |
+200
| New | +$12.4K | ﹤0.01% | 324 |
|
2023
Q4 | $18.1K | Sell |
234
-12,366
| -98% | -$957K | ﹤0.01% | 673 |
|
2023
Q3 | $780K | Buy |
12,600
+12,400
| +6,200% | +$768K | 0.01% | 341 |
|
2023
Q2 | $12.3K | Sell |
200
-247
| -55% | -$15.2K | ﹤0.01% | 528 |
|
2023
Q1 | $30.7K | Buy |
+447
| New | +$30.7K | 0.01% | 462 |
|