Linden Thomas Advisory Services’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,407
Closed -$493K 426
2023
Q2
$493K Buy
7,407
+40
+0.5% +$2.66K 0.11% 306
2023
Q1
$506K Buy
7,367
+395
+6% +$27.1K 0.13% 286
2022
Q4
$438K Buy
+6,972
New +$438K 0.12% 265