Waypoint Wealth Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,140
| Closed | -$266K | – | 75 |
|
|
2024
Q1 | $266K | Hold |
3,140
| – | – | 0.08% | 64 |
|
|
2023
Q4 | $243K | Buy |
+3,140
| New | +$243K | 0.08% | 66 |
|
|
2023
Q3 | – | Sell |
-3,140
| Closed | -$209K | – | 79 |
|
|
2023
Q2 | $209K | Hold |
3,140
| – | – | 0.07% | 63 |
|
|
2023
Q1 | $216K | Buy |
+3,140
| New | +$216K | 0.08% | 62 |
|