White Pine Investment Company’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,560
| Closed | -$303K | – | 68 |
|
|
2024
Q4 | $303K | Hold |
3,560
| – | – | 0.08% | 58 |
|
|
2024
Q3 | $239K | Sell |
3,560
-250
| -7% | -$16.8K | 0.07% | 63 |
|
|
2024
Q2 | $246K | Sell |
3,810
-125
| -3% | -$8.07K | 0.07% | 61 |
|
|
2024
Q1 | $333K | Buy |
3,935
+375
| +11% | +$31.7K | 0.1% | 57 |
|
|
2023
Q4 | $275K | Buy |
+3,560
| New | +$275K | 0.09% | 58 |
|