WD Rutherford’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 | – | Sell |
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|
2025
Q2 | $161K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $590K | Sell |
|
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $2.96M | Sell |
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|
2021
Q3 | $4.46M | Sell |
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|
2021
Q2 | $4.53M | Sell |
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|
2021
Q1 | $4.24M | Sell |
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|
2020
Q4 | $4.47M | Buy |
|