IAM
XYZ

Impact Asset Management’s Block, Inc. XYZ Stock Holding History

Impact Asset Management’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 		$200K Hold
3,684
– – 0.08% 74
2024
Q4 		$313K Hold
3,684
– – 0.12% 58
2024
Q3 		$247K Buy
+3,684
New +$247K 0.1% 64