SAM
XYZ

Simplify Asset Management’s Block Inc XYZ Stock Holding History

Simplify Asset Management’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
2024
Q2 		– Sell
2024
Q1 		$249K Hold
2023
Q4 		$228K Buy
2022
Q2 		– Hold
2022
Q1 		– Hold
2021
Q4 		– Sell
2021
Q3 		$289K Sell
2021
Q2 		$395K Sell
2021
Q1 		$475K Buy
2020
Q4 		$356K Buy