MAM
XYZ

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

Maytree 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
2024
Q1 		– Sell
-12,539
Closed -$970K – 41
2023
Q4 		$970K Buy
+12,539
New +$970K 1.23% 16
2022
Q4 		– Sell
-95,591
Closed -$5.26M – 20
2022
Q3 		$5.26M Hold
95,591
– – 3.9% 15
2022
Q2 		$5.88M Buy
+95,591
New +$5.88M 6.84% 7