Keel Point’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 | $928K | Sell |
13,667
-810
| -6% | -$55K | 0.06% | 186 |
|
|
2025
Q1 | $787K | Buy |
+14,477
| New | +$787K | 0.06% | 172 |
|
|
2024
Q2 | – | Sell |
-2,886
| Closed | -$244K | – | 466 |
|
|
2024
Q1 | $244K | Buy |
+2,886
| New | +$244K | 0.03% | 330 |
|
|
2022
Q2 | – | Sell |
-1,508
| Closed | -$204K | – | 290 |
|
|
2022
Q1 | $204K | Buy |
1,508
+59
| +4% | +$7.98K | 0.03% | 247 |
|
|
2021
Q4 | $234K | Sell |
1,449
-31
| -2% | -$5.01K | 0.03% | 243 |
|
|
2021
Q3 | $355K | Buy |
1,480
+124
| +9% | +$29.7K | 0.05% | 176 |
|
|
2021
Q2 | $331K | Buy |
1,356
+21
| +2% | +$5.13K | 0.04% | 181 |
|
|
2021
Q1 | $303K | Buy |
+1,335
| New | +$303K | 0.03% | 196 |
|