True Wealth Design’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78K | Buy |
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|
2025
Q2 | $3.77K | Buy |
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|
2025
Q1 | $951 | Sell |
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|
2024
Q4 | $42.6K | Buy |
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|
2024
Q3 | $33.2K | Buy |
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|
2024
Q2 | $19.3K | Hold |
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|
2024
Q1 | $25.4K | Hold |
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|
2023
Q4 | $23.2K | Hold |
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|
2023
Q3 | $13.3K | Hold |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $20.6K | Sell |
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|
2022
Q4 | $18.9K | Buy |
|