Caitlin John’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 |
-200
| Closed | -$17K | – | 837 |
|
|
2024
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 383 |
|
|
2024
Q3 | – | Sell |
-50
| Closed | -$3.23K | – | 938 |
|
|
2024
Q2 | $3.23K | Sell |
50
-243
| -83% | -$15.7K | ﹤0.01% | 593 |
|
|
2024
Q1 | $24.8K | Buy |
293
+200
| +215% | +$16.9K | 0.02% | 323 |
|
|
2023
Q4 | $7.19K | Buy |
+93
| New | +$7.19K | 0.01% | 492 |
|