Edgestream Partners’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 | $323K | Buy |
+4,754
| New | +$323K | 0.01% | 781 |
|
|
2024
Q4 | – | Sell |
-3,298
| Closed | -$221K | – | 1138 |
|
|
2024
Q3 | $221K | Sell |
3,298
-1,535
| -32% | -$103K | 0.01% | 797 |
|
|
2024
Q2 | $312K | Buy |
4,833
+1,321
| +38% | +$85.2K | 0.02% | 742 |
|
|
2024
Q1 | $297K | Sell |
3,512
-22,093
| -86% | -$1.87M | 0.01% | 725 |
|
|
2023
Q4 | $1.98M | Buy |
+25,605
| New | +$1.98M | 0.14% | 242 |
|
|
2023
Q2 | – | Sell |
-4,882
| Closed | -$335K | – | 946 |
|
|
2023
Q1 | $335K | Buy |
+4,882
| New | +$335K | 0.04% | 461 |
|