LBWM
XYZ
Left Brain Wealth Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-52,136
| Closed | -$2.83M | – | 115 |
|
|
2025
Q1 | $2.83M | Sell |
52,136
-8,141
| -14% | -$442K | 1.24% | 30 |
|
|
2024
Q4 | $5.12M | Buy |
60,277
+8,392
| +16% | +$713K | 1.94% | 16 |
|
|
2024
Q3 | $3.48M | Sell |
51,885
-51
| -0.1% | -$3.42K | 1.62% | 25 |
|
|
2024
Q2 | $3.35M | Buy |
51,936
+1,259
| +2% | +$81.2K | 1.56% | 27 |
|
|
2024
Q1 | $4.29M | Buy |
50,677
+44,376
| +704% | +$3.75M | 2.08% | 17 |
|
|
2023
Q4 | $487K | Buy |
+6,301
| New | +$487K | 0.28% | 61 |
|