NC
XYZ

NovaPoint Capital’s Block Inc XYZ Stock Holding History

NovaPoint Capital’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,857
Closed -$206K – 146
2025
Q3 		$206K Buy
+2,857
New +$214K 0.05% 142
2022
Q2 		– Sell
-2,578
Closed -$350K – 142
2022
Q1 		$350K Buy
2,578
+696
+37% +$84.3K 0.13% 97
2021
Q4 		$304K Buy
1,882
+490
+35% +$106K 0.11% 104
2021
Q3 		$334K Buy
1,392
+37
+3% +$9.5K 0.13% 97
2021
Q2 		$330K Buy
1,355
+65
+5% +$15.1K 0.14% 90
2021
Q1 		$293K Buy
1,290
+73
+6% +$17.1K 0.14% 92
2020
Q4 		$265K Buy
+1,217
New +$237K 0.14% 94

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