Y.D. More Investments’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 | $1.63M | Sell |
24,030
-12,185
| -34% | -$826K | 0.11% | 93 |
|
|
2025
Q1 | $2M | Buy |
36,215
+13,050
| +56% | +$721K | 0.18% | 77 |
|
|
2024
Q4 | $1.97M | Buy |
23,165
+2,824
| +14% | +$240K | 0.18% | 78 |
|
|
2024
Q3 | $1.36M | Buy |
20,341
+16,108
| +381% | +$1.07M | 0.14% | 96 |
|
|
2024
Q2 | $273K | Buy |
4,233
+59
| +1% | +$3.81K | 0.03% | 170 |
|
|
2024
Q1 | $353K | Sell |
4,174
-1,211
| -22% | -$102K | 0.06% | 142 |
|
|
2023
Q4 | $372K | Buy |
5,385
+592
| +12% | +$40.9K | 0.07% | 124 |
|
|
2023
Q3 | $246K | Sell |
4,793
-1,058
| -18% | -$54.2K | 0.05% | 139 |
|
|
2023
Q2 | $390K | Buy |
5,851
+795
| +16% | +$52.9K | 0.09% | 102 |
|
|
2023
Q1 | $347K | Sell |
5,056
-3,113
| -38% | -$214K | 0.08% | 104 |
|
|
2022
Q4 | $514K | Buy |
+8,169
| New | +$514K | 0.12% | 99 |
|