Legacy Bridge’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 | – | Sell |
-30
| Closed | -$1.63K | – | 349 |
|
|
2025
Q1 | $1.63K | Hold |
30
| – | – | ﹤0.01% | 280 |
|
|
2024
Q4 | $2.55K | Hold |
30
| – | – | ﹤0.01% | 288 |
|
|
2024
Q3 | $2.01K | Hold |
30
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $1.94K | Buy |
+30
| New | +$1.94K | ﹤0.01% | 282 |
|
|
2022
Q1 | – | Sell |
-5,182
| Closed | -$837K | – | 311 |
|
|
2021
Q4 | $837K | Hold |
5,182
| – | – | 0.44% | 95 |
|
|
2021
Q3 | $1.24M | Buy |
5,182
+174
| +3% | +$41.7K | 0.72% | 53 |
|
|
2021
Q2 | $1.22M | Sell |
5,008
-131
| -3% | -$31.9K | 0.69% | 60 |
|
|
2021
Q1 | $1.17M | Sell |
5,139
-626
| -11% | -$142K | 0.76% | 53 |
|
|
2020
Q4 | $1.26M | Sell |
5,765
-217
| -4% | -$47.2K | 0.91% | 32 |
|
|
2020
Q3 | $972K | Buy |
5,982
+292
| +5% | +$47.4K | 0.89% | 36 |
|
|
2020
Q2 | $597K | Sell |
5,690
-1,580
| -22% | -$166K | 0.66% | 53 |
|
|
2020
Q1 | $381K | Sell |
7,270
-2,630
| -27% | -$138K | 0.48% | 75 |
|
|
2019
Q4 | $619K | Buy |
9,900
+800
| +9% | +$50K | 0.51% | 71 |
|
|
2019
Q3 | $564K | Sell |
9,100
-260
| -3% | -$16.1K | 0.54% | 71 |
|
|
2019
Q2 | $679K | Buy |
9,360
+3,000
| +47% | +$218K | 0.65% | 56 |
|
|
2019
Q1 | $476K | Buy |
6,360
+200
| +3% | +$15K | 0.49% | 76 |
|
|
2018
Q4 | $346K | Buy |
+6,160
| New | +$346K | 0.43% | 84 |
|