CCM
XYZ

Coldstream Capital Management’s Block, Inc. XYZ Stock Holding History

Coldstream Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,854
Closed -$101K – 3514
2025
Q1 		$101K Sell
1,854
-506
-21% -$27.5K ﹤0.01% 1344
2024
Q4 		$201K Buy
+2,360
New +$201K ﹤0.01% 1022