Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-8
Closed -$516 295
2024
Q2
$516 Hold
8
﹤0.01% 287
2024
Q1
$677 Hold
8
﹤0.01% 304
2023
Q4
$619 Hold
8
﹤0.01% 291
2023
Q3
$354 Hold
8
﹤0.01% 285
2023
Q2
$549 Hold
8
﹤0.01% 287
2023
Q1
$1K Hold
8
﹤0.01% 287
2022
Q4
$1K Hold
8
﹤0.01% 294
2022
Q3
$0 Hold
8
﹤0.01% 322
2022
Q2
$0 Hold
8
﹤0.01% 314
2022
Q1
$1K Hold
8
﹤0.01% 303
2021
Q4
$1K Hold
8
﹤0.01% 306
2021
Q3
$2K Hold
8
﹤0.01% 295
2021
Q2
$2K Hold
8
﹤0.01% 293
2021
Q1
$2K Buy
+8
New +$1.87K ﹤0.01% 288

Other funds holding XYZ

SRH Advisors's XYZ Position: Q3 2024 in Review

SRH Advisors sold out of Block Inc (XYZ) in Q3 2024, closing a stake of 8 shares — an estimated $516 sold.

SRH Advisors first reported a position in XYZ in Q1 2021 and held it in 14 quarters. The position peaked at $2K in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • SRH Advisors reported no remaining Block Inc position as of Q3 2024 after selling out during the quarter.
  • SRH Advisors sold 8 Block Inc shares in Q3 2024, an estimated $516.
  • SRH Advisors first reported a position in Block Inc in Q1 2021 and held it in 14 quarters.
  • SRH Advisors's Block Inc position peaked at $2K in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

Based on SRH Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.