True Wealth Design’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 | $3.77K | Buy |
56
+38
| +211% | +$2.56K | ﹤0.01% | 921 |
|
|
2025
Q1 | $951 | Sell |
18
-484
| -96% | -$25.6K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $42.6K | Buy |
502
+8
| +2% | +$679 | 0.02% | 195 |
|
|
2024
Q3 | $33.2K | Buy |
494
+194
| +65% | +$13K | 0.01% | 221 |
|
|
2024
Q2 | $19.3K | Hold |
300
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $25.4K | Hold |
300
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $23.2K | Hold |
300
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $13.3K | Hold |
300
| – | – | ﹤0.01% | 195 |
|
|
2023
Q2 | $20K | Hold |
300
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $20.6K | Sell |
300
-1
| -0.3% | -$69 | 0.01% | 200 |
|
|
2022
Q4 | $18.9K | Buy |
+301
| New | +$18.9K | 0.01% | 190 |
|