CAM
XYZ

Costello Asset Management’s Block Inc XYZ Stock Holding History

Costello Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$21.7K Hold
2025
Q2 		$20.4K Hold
2025
Q1 		$16.3K Buy
2023
Q2 		– Sell
2023
Q1 		$2.06K Hold
2022
Q4 		$1.89K Hold
2022
Q3 		$2K Hold
2022
Q2 		$2K Hold
2022
Q1 		$4K Hold
2021
Q4 		$5K Hold
2021
Q3 		$7K Buy