Guardian Capital Advisors’s Block Inc XYZ Stock Holding History

Guardian Capital Advisors’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
2024 Q3	$1.06M	Buy
2024 Q2	$851K	Buy
2024 Q1	$730K	Sell
2023 Q4	$919K	Buy
2020 Q1	–	Sell
2019 Q4	$443K	Sell
2019 Q3	$499K	Buy
2019 Q2	$256K	Buy