TD Private Client Wealth’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 | $212K | Buy |
3,121
+622
| +25% | +$42.3K | 0.01% | 615 |
|
|
2025
Q1 | $136K | Buy |
2,499
+131
| +6% | +$7.12K | ﹤0.01% | 668 |
|
|
2024
Q4 | $201K | Buy |
2,368
+302
| +15% | +$25.7K | 0.01% | 601 |
|
|
2024
Q3 | $139K | Buy |
2,066
+282
| +16% | +$18.9K | ﹤0.01% | 674 |
|
|
2024
Q2 | $115K | Buy |
1,784
+353
| +25% | +$22.8K | ﹤0.01% | 666 |
|
|
2024
Q1 | $121K | Buy |
1,431
+264
| +23% | +$22.3K | ﹤0.01% | 656 |
|
|
2023
Q4 | $90.3K | Buy |
1,167
+459
| +65% | +$35.5K | ﹤0.01% | 706 |
|
|
2023
Q3 | $31.3K | Sell |
708
-9,930
| -93% | -$440K | ﹤0.01% | 860 |
|
|
2023
Q2 | $708K | Buy |
10,638
+528
| +5% | +$35.1K | 0.03% | 394 |
|
|
2023
Q1 | $694K | Buy |
10,110
+1,400
| +16% | +$96.1K | 0.03% | 386 |
|
|
2022
Q4 | $547K | Buy |
8,710
+565
| +7% | +$35.5K | 0.03% | 409 |
|
|
2022
Q3 | $448K | Sell |
8,145
-1,421
| -15% | -$78.1K | 0.02% | 419 |
|
|
2022
Q2 | $589K | Buy |
9,566
+1,917
| +25% | +$118K | 0.03% | 390 |
|
|
2022
Q1 | $1.04M | Sell |
7,649
-6,293
| -45% | -$853K | 0.04% | 332 |
|
|
2021
Q4 | $2.25M | Sell |
13,942
-716
| -5% | -$116K | 0.09% | 215 |
|
|
2021
Q3 | $3.52M | Sell |
14,658
-2,668
| -15% | -$640K | 0.15% | 148 |
|
|
2021
Q2 | $4.22M | Buy |
17,326
+192
| +1% | +$46.8K | 0.18% | 128 |
|
|
2021
Q1 | $3.89M | Sell |
17,134
-3,595
| -17% | -$816K | 0.18% | 128 |
|
|
2020
Q4 | $4.51M | Buy |
20,729
+18,330
| +764% | +$3.99M | 0.23% | 100 |
|
|
2020
Q3 | $390K | Buy |
2,399
+2,361
| +6,213% | +$384K | 0.02% | 384 |
|
|
2020
Q2 | $3.99K | Sell |
38
-20
| -34% | -$2.1K | ﹤0.01% | 850 |
|
|
2020
Q1 | $3.04K | Sell |
58
-44
| -43% | -$2.31K | ﹤0.01% | 847 |
|
|
2019
Q4 | $6.38K | Buy |
+102
| New | +$6.38K | ﹤0.01% | 795 |
|