SteelPeak Wealth’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $402K | Buy |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $728K | Sell |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $926K | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $839K | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.91M | Sell |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $6.28M | Buy |
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|
2021
Q4 | $5.79M | Sell |
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|
2021
Q3 | $9.11M | Sell |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $8.64M | Buy |
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|
2020
Q4 | $7.22M | Buy |
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|
2020
Q3 | $4.65M | Buy |
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|
2020
Q2 | $2.46M | Sell |
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|
2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | $3.02M | Buy |
|