CPA
XYZ

Cardiff Park Advisors’s Block Inc XYZ Stock Holding History

Cardiff Park Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$269K Hold
2025
Q1 		$215K Sell
2024
Q4 		$351K Hold
2024
Q3 		$278K Hold
2024
Q2 		$267K Sell
2024
Q1 		$392K Hold
2023
Q4 		$358K Buy
2022
Q2 		– Sell
2022
Q1 		$295K Buy
2021
Q4 		$350K Buy