Nisa Investment Advisors’s Block, Inc. XYZ Stock Holding History

Nisa Investment Advisors’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 Q2	$3.8M	Sell	56,000 -17,100	-23%	-$1.16M	0.02%	465
2025 Q1	$3.97M	Sell	73,100 -165	-0.2%	-$8.96K	0.02%	463
2024 Q4	$6.23M	Sell	73,265 -90	-0.1%	-$7.65K	0.02%	395
2024 Q3	$4.92M	Sell	73,355 -5,595	-7%	-$376K	0.03%	437
2024 Q2	$5.09M	Hold	78,950	–	–	0.03%	431
2024 Q1	$6.68M	Buy	78,950 +5,500	+7%	+$465K	0.04%	364
2023 Q4	$5.68M	Buy	73,450 +26,100	+55%	+$2.02M	0.04%	373
2023 Q3	$2.1M	Sell	47,350 -2,954	-6%	-$131K	0.02%	652
2023 Q2	$3.35M	Sell	50,304 -47,830	-49%	-$3.18M	0.02%	528
2023 Q1	$6.74M	Buy	98,134 +9,787	+11%	+$672K	0.05%	334
2022 Q4	$5.55M	Sell	88,347 -1,040	-1%	-$65.4K	0.04%	395
2022 Q3	$4.89M	Buy	89,387 +41,338	+86%	+$2.26M	0.04%	383
2022 Q2	$2.95M	Sell	48,049 -700	-1%	-$43K	0.03%	526
2022 Q1	$6.61M	Buy	48,749 +6,026	+14%	+$817K	0.05%	345
2021 Q4	$5.23M	Sell	42,723 -1,150	-3%	-$141K	0.04%	389
2021 Q3	$10.5K	Hold	43,873	–	–	0.06%	276
2021 Q2	$10.7K	Sell	43,873 -5,900	-12%	-$1.44K	0.07%	263
2021 Q1	$11.3K	Sell	49,773 -5,502	-10%	-$1.25K	0.07%	252
2020 Q4	$12M	Buy	55,275 +4,115	+8%	+$896K	0.08%	245
2020 Q3	$8.32M	Buy	51,160 +12,300	+32%	+$2M	0.07%	267
2020 Q2	$4.08M	Buy	38,860 +30,000	+339%	+$3.15M	0.04%	397
2020 Q1	$464K	Sell	8,860 -8,775	-50%	-$460K	0.01%	944
2019 Q4	$1.1M	Buy	17,635 +3,425	+24%	+$214K	0.01%	847
2019 Q3	$880K	Sell	14,210 -33,000	-70%	-$2.04M	0.01%	911
2019 Q2	$3.42M	Sell	47,210 -7,250	-13%	-$526K	0.03%	463
2019 Q1	$4.08M	Buy	54,460 +7,600	+16%	+$569K	0.04%	414
2018 Q4	$2.63M	Buy	46,860 +20,298	+76%	+$1.14M	0.03%	491
2018 Q3	$2.63M	Buy	26,562 +25,262	+1,943%	+$2.5M	0.02%	552
2018 Q2	$80K	Buy	1,300 +600	+86%	+$36.9K	﹤0.01%	1394
2018 Q1	$32K	Buy	+700	New	+$32K	﹤0.01%	1459