Ladenburg Thalmann Financial Services’s Block Inc XYZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$9.27M	Buy	149,115 +4,930	+3%	+$315K	0.06%	316
2019 Q3	$8.93M	Buy	144,185 +5,857	+4%	+$398K	0.06%	304
2019 Q2	$10.1M	Sell	138,328 -397	-0.3%	-$27.7K	0.07%	267
2019 Q1	$10.4M	Buy	138,725 +21,070	+18%	+$1.53M	0.08%	236
2018 Q4	$6.6M	Sell	117,655 -1,639	-1%	-$116K	0.06%	297
2018 Q3	$11.8M	Sell	119,294 -25,046	-17%	-$1.93M	0.1%	190
2018 Q2	$7.08M	Hold	144,340	–	–	0.07%	268
2018 Q1	$7.08M	Buy	144,340 +19,784	+16%	+$908K	0.07%	268
2017 Q4	$4.32M	Buy	124,556 +65,444	+111%	+$2.4M	0.04%	391
2017 Q3	$1.7M	Buy	59,112 +42,506	+256%	+$1.11M	0.02%	710
2017 Q2	$390K	Buy	16,606 +7,381	+80%	+$153K	﹤0.01%	1549
2017 Q1	$159K	Buy	9,225 +2,644	+40%	+$41.4K	﹤0.01%	2074
2016 Q4	$89K	Sell	6,581 -2,216	-25%	-$27.6K	﹤0.01%	2413
2016 Q3	$101K	Buy	8,797 +6,147	+232%	+$67.1K	﹤0.01%	2249
2016 Q2	$24K	Sell	2,650 -350	-12%	-$3.96K	﹤0.01%	3236
2016 Q1	$46K	Sell	3,000 -200	-6%	-$2.17K	﹤0.01%	2661
2015 Q4	$42K	Buy	+3,200	New	+$39.4K	﹤0.01%	2692