U.S. Capital Wealth Advisors’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 | $1.16M | Sell |
17,138
-177
| -1% | -$12K | 0.03% | 397 |
|
|
2025
Q1 | $941K | Buy |
+17,315
| New | +$941K | 0.03% | 438 |
|
|
2023
Q1 | – | Sell |
-2,028
| Closed | -$127K | – | 1565 |
|
|
2022
Q4 | $127K | Buy |
+2,028
| New | +$127K | 0.01% | 693 |
|
|
2022
Q3 | – | Sell |
-3,296
| Closed | -$203K | – | 696 |
|
|
2022
Q2 | $203K | Buy |
3,296
+375
| +13% | +$23.1K | 0.01% | 623 |
|
|
2022
Q1 | $396K | Sell |
2,921
-570
| -16% | -$77.3K | 0.01% | 552 |
|
|
2021
Q4 | $564K | Buy |
3,491
+59
| +2% | +$9.53K | 0.02% | 490 |
|
|
2021
Q3 | $823K | Buy |
+3,432
| New | +$823K | 0.04% | 419 |
|