Certuity’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 | $362K | Buy |
5,321
+443
| +9% | +$30.1K | 0.03% | 268 |
|
|
2025
Q1 | $266K | Buy |
4,878
+926
| +23% | +$50.6K | 0.03% | 298 |
|
|
2024
Q4 | $336K | Sell |
3,952
-101
| -2% | -$8.58K | 0.04% | 241 |
|
|
2024
Q3 | $272K | Sell |
4,053
-642
| -14% | -$43.1K | 0.03% | 283 |
|
|
2024
Q2 | $303K | Sell |
4,695
-72,038
| -94% | -$4.65M | 0.02% | 255 |
|
|
2024
Q1 | $6.49M | Buy |
76,733
+142
| +0.2% | +$12K | 0.57% | 37 |
|
|
2023
Q4 | $5.92M | Buy |
76,591
+582
| +0.8% | +$45K | 0.6% | 34 |
|
|
2023
Q3 | $3.36M | Buy |
76,009
+72,827
| +2,289% | +$3.22M | 0.4% | 42 |
|
|
2023
Q2 | $212K | Sell |
3,182
-337
| -10% | -$22.4K | 0.02% | 240 |
|
|
2023
Q1 | $242K | Buy |
3,519
+68
| +2% | +$4.67K | 0.04% | 182 |
|
|
2022
Q4 | $217K | Buy |
+3,451
| New | +$217K | 0.03% | 192 |
|
|
2022
Q2 | – | Sell |
-4,137
| Closed | -$561K | – | 306 |
|
|
2022
Q1 | $561K | Buy |
4,137
+97
| +2% | +$13.2K | 0.12% | 125 |
|
|
2021
Q4 | $653K | Sell |
4,040
-608
| -13% | -$98.3K | 0.14% | 105 |
|
|
2021
Q3 | $1.11M | Buy |
4,648
+674
| +17% | +$161K | 0.22% | 75 |
|
|
2021
Q2 | $971K | Sell |
3,974
-165
| -4% | -$40.3K | 0.22% | 68 |
|
|
2021
Q1 | $940K | Buy |
4,139
+527
| +15% | +$120K | 0.25% | 60 |
|
|
2020
Q4 | $788K | Buy |
3,612
+1,359
| +60% | +$296K | 0.25% | 64 |
|
|
2020
Q3 | $367K | Buy |
+2,253
| New | +$367K | 0.14% | 100 |
|
|
2020
Q2 | – | Sell |
-8,123
| Closed | -$442K | – | 190 |
|
|
2020
Q1 | $442K | Buy |
8,123
+750
| +10% | +$40.8K | 0.25% | 65 |
|
|
2019
Q4 | $461K | Buy |
+7,373
| New | +$461K | 0.22% | 78 |
|