Signal Advisors Wealth’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
-14,723
Closed -$800K 550
2025
Q1
$800K Sell
14,723
-556
-4% -$30.2K 0.08% 215
2024
Q4
$1.3M Sell
15,279
-2,187
-13% -$186K 0.15% 149
2024
Q3
$1.17M Buy
+17,466
New +$1.17M 0.17% 156