SteelPeak 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 | $297K | Sell |
4,373
-5,096
| -54% | -$346K | 0.01% | 408 |
|
|
2025
Q1 | $514K | Buy |
9,469
+905
| +11% | +$49.2K | 0.02% | 324 |
|
|
2024
Q4 | $728K | Sell |
8,564
-461
| -5% | -$39.2K | 0.03% | 274 |
|
|
2024
Q3 | $606K | Sell |
9,025
-5,338
| -37% | -$358K | 0.03% | 272 |
|
|
2024
Q2 | $926K | Buy |
14,363
+1,466
| +11% | +$94.5K | 0.04% | 228 |
|
|
2024
Q1 | $1.09M | Sell |
12,897
-1,179
| -8% | -$99.7K | 0.05% | 202 |
|
|
2023
Q4 | $1.09M | Sell |
14,076
-4,891
| -26% | -$378K | 0.06% | 194 |
|
|
2023
Q3 | $839K | Sell |
18,967
-1,215
| -6% | -$53.8K | 0.05% | 197 |
|
|
2023
Q2 | $1.34M | Sell |
20,182
-82
| -0.4% | -$5.46K | 0.08% | 158 |
|
|
2023
Q1 | $1.39M | Sell |
20,264
-10,115
| -33% | -$694K | 0.09% | 141 |
|
|
2022
Q4 | $1.91M | Sell |
30,379
-14,823
| -33% | -$931K | 0.14% | 115 |
|
|
2022
Q3 | $2.49M | Buy |
45,202
+757
| +2% | +$41.6K | 0.19% | 99 |
|
|
2022
Q2 | $2.73M | Sell |
44,445
-1,833
| -4% | -$113K | 0.2% | 94 |
|
|
2022
Q1 | $6.28M | Buy |
46,278
+10,422
| +29% | +$1.41M | 0.36% | 66 |
|
|
2021
Q4 | $5.79M | Sell |
35,856
-2,110
| -6% | -$341K | 0.33% | 65 |
|
|
2021
Q3 | $9.11M | Sell |
37,966
-5,103
| -12% | -$1.22M | 0.6% | 42 |
|
|
2021
Q2 | $10.5M | Buy |
43,069
+4,996
| +13% | +$1.22M | 0.73% | 37 |
|
|
2021
Q1 | $8.64M | Buy |
38,073
+4,908
| +15% | +$1.11M | 0.68% | 39 |
|
|
2020
Q4 | $7.22M | Buy |
33,165
+4,540
| +16% | +$988K | 0.66% | 37 |
|
|
2020
Q3 | $4.65M | Buy |
28,625
+5,132
| +22% | +$834K | 0.5% | 53 |
|
|
2020
Q2 | $2.47M | Sell |
23,493
-36,277
| -61% | -$3.81M | 0.31% | 68 |
|
|
2020
Q1 | $3.13M | Buy |
59,770
+11,467
| +24% | +$601K | 0.49% | 59 |
|
|
2019
Q4 | $3.02M | Buy |
+48,303
| New | +$3.02M | 0.42% | 60 |
|