Truvestments Capital’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 | $161K | Buy |
2,371
+860
| +57% | +$58.4K | 0.03% | 254 |
|
|
2025
Q1 | $82.1K | Sell |
1,511
-150
| -9% | -$8.15K | 0.02% | 324 |
|
|
2024
Q4 | $141K | Sell |
1,661
-51
| -3% | -$4.33K | 0.04% | 252 |
|
|
2024
Q3 | $115K | Buy |
+1,712
| New | +$115K | 0.03% | 262 |
|
|
2024
Q2 | – | Sell |
-1,587
| Closed | -$134K | – | 715 |
|
|
2024
Q1 | $134K | Sell |
1,587
-85
| -5% | -$7.19K | 0.05% | 269 |
|
|
2023
Q4 | $129K | Sell |
1,672
-58
| -3% | -$4.49K | 0.06% | 241 |
|
|
2023
Q3 | $76.6K | Hold |
1,730
| – | – | 0.04% | 253 |
|
|
2023
Q2 | $115K | Sell |
1,730
-59
| -3% | -$3.93K | 0.06% | 229 |
|
|
2023
Q1 | $123K | Sell |
1,789
-547
| -23% | -$37.6K | 0.07% | 228 |
|
|
2022
Q4 | $147K | Sell |
2,336
-1,013
| -30% | -$63.7K | 0.08% | 191 |
|
|
2022
Q3 | $184K | Sell |
3,349
-70
| -2% | -$3.85K | 0.12% | 152 |
|
|
2022
Q2 | $210K | Sell |
3,419
-184
| -5% | -$11.3K | 0.12% | 152 |
|
|
2022
Q1 | $489K | Sell |
3,603
-260
| -7% | -$35.3K | 0.27% | 88 |
|
|
2021
Q4 | $624K | Buy |
3,863
+365
| +10% | +$59K | 0.31% | 80 |
|
|
2021
Q3 | $839K | Buy |
3,498
+23
| +0.7% | +$5.52K | 0.46% | 59 |
|
|
2021
Q2 | $847K | Sell |
3,475
-162
| -4% | -$39.5K | 0.46% | 57 |
|
|
2021
Q1 | $826K | Buy |
3,637
+313
| +9% | +$71.1K | 0.47% | 62 |
|
|
2020
Q4 | $723K | Buy |
3,324
+221
| +7% | +$48.1K | 0.5% | 63 |
|
|
2020
Q3 | $504K | Buy |
3,103
+713
| +30% | +$116K | 0.46% | 67 |
|
|
2020
Q2 | $250K | Buy |
2,390
+1,189
| +99% | +$124K | 0.25% | 81 |
|
|
2020
Q1 | $62K | Buy |
+1,201
| New | +$62K | 0.08% | 158 |
|
|
2019
Q4 | – | Sell |
-1,290
| Closed | -$80K | – | 627 |
|
|
2019
Q3 | $80K | Buy |
1,290
+1,055
| +449% | +$65.4K | 0.05% | 197 |
|
|
2019
Q2 | $17K | Hold |
235
| – | – | 0.01% | 457 |
|
|
2019
Q1 | $18K | Buy |
+235
| New | +$18K | 0.01% | 424 |
|
|
2018
Q3 | $81K | Buy |
+817
| New | +$81K | 0.04% | 291 |
|