HFA
XYZ
Harbert Fund Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,500
| Closed | -$1.83M | – | 90 |
|
|
2024
Q4 | $1.83M | Buy |
21,500
+14,000
| +187% | +$1.19M | 0.95% | 18 |
|
|
2024
Q3 | $503K | Sell |
7,500
-2,500
| -25% | -$168K | 0.3% | 60 |
|
|
2024
Q2 | $645K | Sell |
10,000
-5,250
| -34% | -$339K | 0.46% | 37 |
|
|
2024
Q1 | $1.29M | Sell |
15,250
-1,500
| -9% | -$127K | 0.89% | 27 |
|
|
2023
Q4 | $1.3M | Buy |
+16,750
| New | +$1.3M | 0.89% | 37 |
|