TOBAM’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 | $694K | Buy |
10,217
+2,487
| +32% | +$169K | 0.27% | 75 |
|
|
2025
Q1 | $420K | Buy |
7,730
+3,107
| +67% | +$169K | 0.18% | 97 |
|
|
2024
Q4 | $393K | Buy |
4,623
+635
| +16% | +$54K | 0.12% | 118 |
|
|
2024
Q3 | $268K | Buy |
3,988
+520
| +15% | +$34.9K | 0.05% | 166 |
|
|
2024
Q2 | $224K | Buy |
3,468
+1,961
| +130% | +$127K | 0.04% | 176 |
|
|
2024
Q1 | $127K | Buy |
+1,507
| New | +$127K | 0.01% | 281 |
|
|
2023
Q4 | – | Sell |
-169
| Closed | -$7K | – | 408 |
|
|
2023
Q3 | $7K | Sell |
169
-314
| -65% | -$13K | ﹤0.01% | 341 |
|
|
2023
Q2 | $32K | Buy |
483
+434
| +886% | +$28.8K | ﹤0.01% | 357 |
|
|
2023
Q1 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 358 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1K | – | 451 |
|
|
2022
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 430 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$1K | – | 496 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 429 |
|
|
2021
Q4 | – | Sell |
-165
| Closed | -$40K | – | 451 |
|
|
2021
Q3 | $40K | Buy |
+165
| New | +$40K | ﹤0.01% | 394 |
|
|
2020
Q2 | – | Sell |
-34,655
| Closed | -$1.82M | – | 178 |
|
|
2020
Q1 | $1.82M | Buy |
+34,655
| New | +$1.82M | 0.14% | 88 |
|
|
2018
Q2 | – | Sell |
-68,543
| Closed | -$3.37M | – | 173 |
|
|
2018
Q1 | $3.37M | Sell |
68,543
-142,421
| -68% | -$7.01M | 0.14% | 109 |
|
|
2017
Q4 | $7.31M | Buy |
+210,964
| New | +$7.31M | 0.32% | 83 |
|