Valley Wealth Managers’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 | – | Sell |
-165
| Closed | -$8.96K | – | 391 |
|
|
2025
Q1 | $8.96K | Hold |
165
| – | – | ﹤0.01% | 279 |
|
|
2024
Q4 | $14K | Hold |
165
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $11.1K | Buy |
+165
| New | +$11.1K | ﹤0.01% | 288 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 482 |
|
|
2022
Q4 | – | Sell |
-105
| Closed | -$6K | – | 508 |
|
|
2022
Q3 | $6K | Buy |
105
+5
| +5% | +$286 | ﹤0.01% | 346 |
|
|
2022
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 353 |
|