XY Capital’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 | – | Sell |
-19,962
| Closed | -$1.08M | – | 118 |
|
|
2025
Q1 | $1.08M | Buy |
19,962
+3,365
| +20% | +$183K | 0.31% | 24 |
|
|
2024
Q4 | $1.41M | Buy |
16,597
+4,322
| +35% | +$367K | 0.68% | 16 |
|
|
2024
Q3 | $824K | Sell |
12,275
-3,411
| -22% | -$229K | 0.28% | 22 |
|
|
2024
Q2 | $1.01M | Sell |
15,686
-67,653
| -81% | -$4.36M | 0.64% | 13 |
|
|
2024
Q1 | $7.05M | Buy |
+83,339
| New | +$7.05M | 3.15% | 6 |
|
|
2023
Q4 | – | Sell |
-51,965
| Closed | -$2.3M | – | 78 |
|
|
2023
Q3 | $2.3M | Buy |
+51,965
| New | +$2.3M | 1.32% | 17 |
|