Certuity’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $302K | Buy |
+5,021
| New | +$305K | 0.02% | 457 |
|
|
2025
Q4 | – | Sell |
-4,804
| Closed | -$347K | – | 637 |
|
|
2025
Q3 | $347K | Sell |
4,804
-517
| -10% | -$38.7K | 0.02% | 349 |
|
|
2025
Q2 | $362K | Buy |
5,321
+443
| +9% | +$25.8K | 0.03% | 268 |
|
|
2025
Q1 | $266K | Buy |
4,878
+926
| +23% | +$69.1K | 0.03% | 298 |
|
|
2024
Q4 | $336K | Sell |
3,952
-101
| -2% | -$8.29K | 0.04% | 241 |
|
|
2024
Q3 | $272K | Sell |
4,053
-642
| -14% | -$41.5K | 0.03% | 284 |
|
|
2024
Q2 | $303K | Sell |
4,695
-72,038
| -94% | -$5.04M | 0.02% | 257 |
|
|
2024
Q1 | $6.49M | Buy |
76,733
+142
| +0.2% | +$10.3K | 0.58% | 38 |
|
|
2023
Q4 | $5.92M | Buy |
76,591
+582
| +0.8% | +$32.9K | 0.61% | 35 |
|
|
2023
Q3 | $3.36M | Buy |
76,009
+72,827
| +2,289% | +$4.51M | 0.4% | 43 |
|
|
2023
Q2 | $212K | Sell |
3,182
-337
| -10% | -$21.1K | 0.02% | 241 |
|
|
2023
Q1 | $242K | Buy |
3,519
+68
| +2% | +$5.09K | 0.04% | 183 |
|
|
2022
Q4 | $217K | Buy |
+3,451
| New | +$213K | 0.03% | 193 |
|
|
2022
Q2 | – | Sell |
-4,137
| Closed | -$561K | – | 315 |
|
|
2022
Q1 | $561K | Buy |
4,137
+97
| +2% | +$11.7K | 0.12% | 125 |
|
|
2021
Q4 | $653K | Sell |
4,040
-608
| -13% | -$132K | 0.14% | 105 |
|
|
2021
Q3 | $1.11M | Buy |
4,648
+674
| +17% | +$173K | 0.22% | 75 |
|
|
2021
Q2 | $971K | Sell |
3,974
-165
| -4% | -$38.3K | 0.23% | 68 |
|
|
2021
Q1 | $940K | Buy |
4,139
+527
| +15% | +$123K | 0.25% | 60 |
|
|
2020
Q4 | $788K | Buy |
3,612
+1,359
| +60% | +$265K | 0.26% | 64 |
|
|
2020
Q3 | $367K | Buy |
+2,253
| New | +$318K | 0.15% | 105 |
|
|
2020
Q2 | – | Sell |
-8,123
| Closed | -$442K | – | 223 |
|
|
2020
Q1 | $442K | Buy |
8,123
+750
| +10% | +$51.3K | 0.27% | 69 |
|
|
2019
Q4 | $461K | Buy |
+7,373
| New | +$471K | 0.23% | 79 |
|
Other funds holding XYZ
VCM
VPM
