IAM
XYZ

Ion Asset Management’s Block Inc XYZ Stock Holding History

Ion Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.4M Sell
2025
Q2 		$12.2M Hold
2025
Q1 		$9.78M Buy
2024
Q4 		$8.5M Sell
2024
Q3 		$10.1M Buy
2023
Q2 		– Sell
2023
Q1 		$2.06M Buy
2020
Q1 		– Sell
2019
Q4 		$526K Hold
2019
Q3 		$520K Sell
2019
Q2 		$714K Buy