VitalStone Financial’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $940 | Hold |
14
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $903 | Sell |
14
-6
| -30% | -$387 | ﹤0.01% | 425 |
|
|
2024
Q1 | $2K | Sell |
20
-85
| -81% | -$8.5K | ﹤0.01% | 415 |
|
|
2023
Q4 | $8K | Hold |
105
| – | – | 0.01% | 295 |
|
|
2023
Q3 | $5K | Sell |
105
-30
| -22% | -$1.43K | ﹤0.01% | 313 |
|
|
2023
Q2 | $8K | Sell |
135
-132
| -49% | -$7.82K | ﹤0.01% | 697 |
|
|
2023
Q1 | $41K | Buy |
267
+137
| +105% | +$21K | 0.03% | 115 |
|
|
2022
Q4 | $8K | Buy |
+130
| New | +$8K | 0.01% | 380 |
|