RMR Wealth Builders’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 | $303K | Buy |
4,454
+434
| +11% | +$29.5K | 0.03% | 228 |
|
|
2025
Q1 | $218K | Buy |
4,020
+880
| +28% | +$47.8K | 0.02% | 243 |
|
|
2024
Q4 | $267K | Sell |
3,140
-456
| -13% | -$38.8K | 0.03% | 219 |
|
|
2024
Q3 | $241K | Buy |
3,596
+205
| +6% | +$13.8K | 0.03% | 230 |
|
|
2024
Q2 | $219K | Buy |
3,391
+736
| +28% | +$47.5K | 0.03% | 236 |
|
|
2024
Q1 | $225K | Buy |
+2,655
| New | +$225K | 0.03% | 243 |
|
|
2022
Q3 | – | Sell |
-4,338
| Closed | -$267K | – | 216 |
|
|
2022
Q2 | $267K | Buy |
4,338
+63
| +1% | +$3.88K | 0.07% | 151 |
|
|
2022
Q1 | $580K | Buy |
4,275
+2,732
| +177% | +$371K | 0.12% | 109 |
|
|
2021
Q4 | $249K | Sell |
1,543
-2,331
| -60% | -$376K | 0.07% | 103 |
|
|
2021
Q3 | $929K | Buy |
3,874
+228
| +6% | +$54.7K | 0.27% | 55 |
|
|
2021
Q2 | $889K | Buy |
3,646
+152
| +4% | +$37.1K | 0.29% | 56 |
|
|
2021
Q1 | $793K | Buy |
3,494
+285
| +9% | +$64.7K | 0.21% | 69 |
|
|
2020
Q4 | $698K | Sell |
3,209
-150
| -4% | -$32.6K | 0.34% | 57 |
|
|
2020
Q3 | $546K | Buy |
3,359
+285
| +9% | +$46.3K | 0.14% | 112 |
|
|
2020
Q2 | $323K | Buy |
+3,074
| New | +$323K | 0.29% | 80 |
|
|
2019
Q4 | $201K | Buy |
+3,214
| New | +$201K | 0.19% | 113 |
|