MIS
XYZ

Morningstar Investment Services’s Block, Inc. XYZ Stock Holding History

Morningstar Investment Services’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
-2,524
Closed -$201K – 420
2023
Q4 		$201K Buy
+2,524
New +$201K ﹤0.01% 400