Matthew Hamilton Rosenberg’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 | $22.1K | Sell |
325
-600
| -65% | -$40.8K | 0.01% | 543 |
|
|
2025
Q1 | $50.3K | Sell |
925
-57
| -6% | -$3.1K | 0.01% | 424 |
|
|
2024
Q4 | $83.5K | Buy |
982
+152
| +18% | +$12.9K | 0.02% | 339 |
|
|
2024
Q3 | $55.7K | Hold |
830
| – | – | 0.01% | 411 |
|
|
2024
Q2 | $53K | Hold |
830
| – | – | 0.02% | 410 |
|
|
2024
Q1 | $67.6K | Sell |
830
-183
| -18% | -$14.9K | 0.02% | 379 |
|
|
2023
Q4 | $78.4K | Sell |
1,013
-123
| -11% | -$9.51K | 0.02% | 351 |
|
|
2023
Q3 | $50.3K | Sell |
1,136
-28
| -2% | -$1.24K | 0.02% | 419 |
|
|
2023
Q2 | $77.5K | Sell |
1,164
-925
| -44% | -$61.6K | 0.03% | 351 |
|
|
2023
Q1 | $143K | Sell |
2,089
-600
| -22% | -$41.2K | 0.05% | 240 |
|
|
2022
Q4 | $169K | Hold |
2,689
| – | – | 0.06% | 209 |
|
|
2022
Q3 | $148K | Buy |
2,689
+28
| +1% | +$1.54K | 0.06% | 208 |
|
|
2022
Q2 | $170K | Sell |
2,661
-70
| -3% | -$4.47K | 0.06% | 193 |
|
|
2022
Q1 | $370K | Buy |
2,731
+70
| +3% | +$9.48K | 0.13% | 98 |
|
|
2021
Q4 | $430K | Hold |
2,661
| – | – | 0.15% | 80 |
|
|
2021
Q3 | $638K | Sell |
2,661
-32
| -1% | -$7.67K | 0.25% | 52 |
|
|
2021
Q2 | $657K | Hold |
2,693
| – | – | 0.34% | 34 |
|
|
2021
Q1 | $611K | Hold |
2,693
| – | – | 0.35% | 34 |
|
|
2020
Q4 | $586K | Hold |
2,693
| – | – | 0.37% | 35 |
|
|
2020
Q3 | $438K | Hold |
2,693
| – | – | 0.32% | 38 |
|
|
2020
Q2 | $283K | Buy |
2,693
+1,488
| +123% | +$156K | 0.23% | 53 |
|
|
2020
Q1 | $64K | Buy |
+1,205
| New | +$64K | 0.06% | 219 |
|