LJAC
XYZ

L.J. Altfest & Co’s Block, Inc. XYZ Stock Holding History

L.J. Altfest & Co’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 		– Sell
-8,991
Closed -$764K – 374
2024
Q4 		$764K Sell
8,991
-2,201
-20% -$187K 0.1% 146
2024
Q3 		$751K Buy
+11,192
New +$751K 0.1% 158
2022
Q2 		– Sell
-1,893
Closed -$257K – 289
2022
Q1 		$257K Buy
+1,893
New +$257K 0.05% 222