Sanctuary Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5.22M Buy
56,149
+3,737
+7% +$347K 0.03% 486
2024
Q3
$4.84M Buy
52,412
+3,639
+7% +$336K 0.03% 516
2024
Q2
$3.63M Buy
+48,773
New +$3.63M 0.03% 567