SCM
XYZ

SOL Capital Management’s Block, Inc. XYZ Stock Holding History

SOL Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,175
Closed -$269K – 319
2024
Q2 		$269K Sell
4,175
-1,750
-30% -$113K 0.03% 269
2024
Q1 		$501K Sell
5,925
-445
-7% -$37.6K 0.06% 225
2023
Q4 		$493K Buy
+6,370
New +$493K 0.07% 223