SSA
XYZ

Sierra Summit Advisors’s Block, Inc. XYZ Stock Holding History

Sierra Summit 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
Q1 		– Sell
-158,309
Closed -$13.5M – 199
2024
Q4 		$13.5M Buy
+158,309
New +$13.5M 2.7% 9