CreativeOne Wealth’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
5,671
+1,825
| +47% | +$738K | 0.06% | 309 |
|
|
2025
Q1 | $1.11M | Sell |
3,846
-1,236
| -24% | -$356K | 0.03% | 448 |
|
|
2024
Q4 | $1.47M | Buy |
5,082
+62
| +1% | +$18K | 0.05% | 357 |
|
|
2024
Q3 | $846K | Buy |
+5,020
| New | +$846K | 0.03% | 484 |
|
|
2024
Q2 | – | Sell |
-7,470
| Closed | -$1.27M | – | 871 |
|
|
2024
Q1 | $1.27M | Buy |
+7,470
| New | +$1.27M | 0.05% | 326 |
|