Tidemark’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 | $18.7K | Sell |
276
-100
| -27% | -$6.79K | 0.01% | 377 |
|
|
2025
Q1 | $20.4K | Hold |
376
| – | – | 0.01% | 342 |
|
|
2024
Q4 | $32K | Hold |
376
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $25.2K | Hold |
376
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $24.2K | Hold |
376
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $31.8K | Sell |
376
-42
| -10% | -$3.55K | 0.02% | 291 |
|
|
2023
Q4 | $32.3K | Buy |
+418
| New | +$32.3K | 0.02% | 277 |
|