CAS
XYZ

Coppell Advisory Solutions’s Block, Inc. XYZ Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,035
Closed -$90.5K – 1972
2024
Q4 		$90.5K Buy
1,035
+185
+22% +$16.2K 0.01% 438
2024
Q3 		$56.9K Sell
850
-574
-40% -$38.4K 0.01% 514
2024
Q2 		$91.8K Buy
+1,424
New +$91.8K 0.02% 376
2023
Q4 		$80.1K Buy
+1,036
New +$80.1K 0.02% 402