DNCA Finance’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-45,350
Closed -$3.85M 146
2024
Q4
$3.85M Buy
+45,350
New +$3.85M 0.3% 74