Cidel Asset Management’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 | $311K | Buy |
4,572
+257
| +6% | +$17.5K | 0.02% | 260 |
|
|
2025
Q1 | $234K | Buy |
4,315
+312
| +8% | +$17K | 0.02% | 291 |
|
|
2024
Q4 | $340K | Hold |
4,003
| – | – | 0.02% | 230 |
|
|
2024
Q3 | $269K | Buy |
4,003
+757
| +23% | +$50.8K | 0.02% | 279 |
|
|
2024
Q2 | $209K | Hold |
3,246
| – | – | 0.02% | 302 |
|
|
2024
Q1 | $275K | Buy |
+3,246
| New | +$275K | 0.02% | 267 |
|