SAM
XYZ

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

Sherman Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-577
Closed -$31.3K – 155
2025
Q1 		$31.3K Sell
577
-463
-45% -$25.2K 0.03% 120
2024
Q4 		$88.4K Buy
+1,040
New +$88.4K 0.08% 97