Wellington Shields 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 | $5.2M | Sell |
76,580
-1,099
| -1% | -$74.7K | 0.88% | 26 |
|
|
2025
Q1 | $4.22M | Buy |
+77,679
| New | +$4.22M | 0.77% | 31 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$240K | – | 293 |
|
|
2021
Q3 | $240K | Hold |
1,000
| – | – | 0.03% | 242 |
|
|
2021
Q2 | $244K | Hold |
1,000
| – | – | 0.03% | 264 |
|
|
2021
Q1 | $227K | Hold |
1,000
| – | – | 0.02% | 261 |
|
|
2020
Q4 | $218K | Buy |
+1,000
| New | +$218K | 0.03% | 247 |
|