SWM
XYZ
SeaCrest 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 |
-18,265
| Closed | -$992K | – | 707 |
|
|
2025
Q1 | $992K | Buy |
18,265
+372
| +2% | +$20.2K | 0.11% | 180 |
|
|
2024
Q4 | $1.52M | Buy |
17,893
+2,269
| +15% | +$193K | 0.16% | 116 |
|
|
2024
Q3 | $1.05M | Buy |
15,624
+258
| +2% | +$17.3K | 0.11% | 177 |
|
|
2024
Q2 | $991K | Sell |
15,366
-310
| -2% | -$20K | 0.11% | 177 |
|
|
2024
Q1 | $1.33M | Buy |
15,676
+4,472
| +40% | +$378K | 0.16% | 130 |
|
|
2023
Q4 | $750K | Buy |
11,204
+463
| +4% | +$31K | 0.09% | 227 |
|
|
2023
Q3 | $475K | Buy |
10,741
+163
| +2% | +$7.21K | 0.06% | 320 |
|
|
2023
Q2 | $704K | Buy |
10,578
+44
| +0.4% | +$2.93K | 0.09% | 234 |
|
|
2023
Q1 | $723K | Sell |
10,534
-61
| -0.6% | -$4.19K | 0.1% | 233 |
|
|
2022
Q4 | $666K | Sell |
10,595
-278
| -3% | -$17.5K | 0.1% | 247 |
|
|
2022
Q3 | $598K | Buy |
10,873
+1,485
| +16% | +$81.7K | 0.09% | 251 |
|
|
2022
Q2 | $577K | Sell |
9,388
-385
| -4% | -$23.7K | 0.07% | 283 |
|
|
2022
Q1 | $1.33M | Buy |
9,773
+3,830
| +64% | +$519K | 0.15% | 142 |
|
|
2021
Q4 | $960K | Buy |
5,943
+135
| +2% | +$21.8K | 0.11% | 194 |
|
|
2021
Q3 | $1.39M | Sell |
5,808
-1,069
| -16% | -$256K | 0.17% | 124 |
|
|
2021
Q2 | $1.68M | Buy |
6,877
+9
| +0.1% | +$2.2K | 0.2% | 102 |
|
|
2021
Q1 | $1.56M | Buy |
6,868
+1,399
| +26% | +$318K | 0.21% | 100 |
|
|
2020
Q4 | $1.19M | Buy |
5,469
+105
| +2% | +$22.8K | 0.17% | 131 |
|
|
2020
Q3 | $872K | Buy |
5,364
+478
| +10% | +$77.7K | 0.14% | 164 |
|
|
2020
Q2 | $513K | Buy |
4,886
+208
| +4% | +$21.8K | 0.09% | 241 |
|
|
2020
Q1 | $245K | Sell |
4,678
-299
| -6% | -$15.7K | 0.05% | 383 |
|
|
2019
Q4 | $311K | Sell |
4,977
-494
| -9% | -$30.9K | 0.05% | 393 |
|
|
2019
Q3 | $339K | Buy |
5,471
+426
| +8% | +$26.4K | 0.06% | 359 |
|
|
2019
Q2 | $366K | Hold |
5,045
| – | – | 0.07% | 329 |
|
|
2019
Q1 | $378K | Sell |
5,045
-860
| -15% | -$64.4K | 0.06% | 301 |
|
|
2018
Q4 | $331K | Sell |
5,905
-253
| -4% | -$14.2K | 0.07% | 300 |
|
|
2018
Q3 | $610K | Sell |
6,158
-35
| -0.6% | -$3.47K | 0.1% | 214 |
|
|
2018
Q2 | $382K | Sell |
6,193
-982
| -14% | -$60.6K | 0.07% | 311 |
|
|
2018
Q1 | $353K | Sell |
7,175
-3,320
| -32% | -$163K | 0.06% | 336 |
|
|
2017
Q4 | $364K | Buy |
+10,495
| New | +$364K | 0.07% | 323 |
|