White Knight Strategic Wealth Advisors’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 | $261K | Sell |
3,849
-1,405
| -27% | -$95.4K | 0.22% | 70 |
|
|
2025
Q1 | $285K | Sell |
5,254
-6,834
| -57% | -$371K | 0.26% | 65 |
|
|
2024
Q4 | $1.03M | Buy |
12,088
+5,999
| +99% | +$510K | 0.43% | 45 |
|
|
2024
Q3 | $409K | Sell |
6,089
-85
| -1% | -$5.71K | 0.37% | 53 |
|
|
2024
Q2 | $398K | Buy |
6,174
+240
| +4% | +$15.5K | 0.4% | 48 |
|
|
2024
Q1 | $502K | Sell |
5,934
-1,275
| -18% | -$108K | 0.52% | 41 |
|
|
2023
Q4 | $558K | Sell |
7,209
-766
| -10% | -$59.3K | 0.64% | 35 |
|
|
2023
Q3 | $353K | Sell |
7,975
-1,340
| -14% | -$59.3K | 0.47% | 40 |
|
|
2023
Q2 | $620K | Sell |
9,315
-306
| -3% | -$20.4K | 0.73% | 33 |
|
|
2023
Q1 | $660K | Buy |
9,621
+330
| +4% | +$22.6K | 0.83% | 30 |
|
|
2022
Q4 | $584K | Buy |
9,291
+255
| +3% | +$16K | 0.8% | 32 |
|
|
2022
Q3 | $497K | Buy |
9,036
+180
| +2% | +$9.9K | 0.71% | 37 |
|
|
2022
Q2 | $544K | Buy |
8,856
+150
| +2% | +$9.21K | 0.75% | 33 |
|
|
2022
Q1 | $1.18M | Buy |
8,706
+24
| +0.3% | +$3.26K | 1.28% | 23 |
|
|
2021
Q4 | $1.4M | Buy |
+8,682
| New | +$1.4M | 1.47% | 20 |
|