WealthTrak Capital Management’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
$1.7K Buy
25
+20
+400% +$1.36K ﹤0.01% 460
2025
Q1
$272 Sell
5
-10
-67% -$544 ﹤0.01% 791
2024
Q4
$1.28K Buy
+15
New +$1.28K ﹤0.01% 398