Maxi Investments CY’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 |
-49,172
| Closed | -$2.67M | – | 157 |
|
|
2025
Q1 | $2.67M | Buy |
49,172
+44,972
| +1,071% | +$2.44M | 0.53% | 43 |
|
|
2024
Q4 | $357K | Buy |
+4,200
| New | +$357K | 0.07% | 137 |
|
|
2024
Q2 | – | Sell |
-24,756
| Closed | -$2.09M | – | 148 |
|
|
2024
Q1 | $2.09M | Hold |
24,756
| – | – | 0.56% | 35 |
|
|
2023
Q4 | $1.92M | Hold |
24,756
| – | – | 0.54% | 33 |
|
|
2023
Q3 | $1.1M | Hold |
24,756
| – | – | 0.51% | 22 |
|
|
2023
Q2 | $1.65M | Hold |
24,756
| – | – | 1.18% | 29 |
|
|
2023
Q1 | $1.7M | Hold |
24,756
| – | – | 1.21% | 26 |
|
|
2022
Q4 | $1.56M | Hold |
24,756
| – | – | 1.47% | 26 |
|
|
2022
Q3 | $1.36M | Hold |
24,756
| – | – | 1.03% | 35 |
|
|
2022
Q2 | $1.52M | Hold |
24,756
| – | – | 1.09% | 35 |
|
|
2022
Q1 | $3.36M | Buy |
24,756
+4,556
| +23% | +$618K | 1.97% | 16 |
|
|
2021
Q4 | $3.26M | Buy |
+20,200
| New | +$3.26M | 1.75% | 20 |
|