SCP
XYZ

Stamos Capital Partners’s Block Inc XYZ Stock Holding History

Stamos Capital Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$505K Buy
2022
Q3 		– Sell
2022
Q2 		$494K Buy
2022
Q1 		$780K Buy
2020
Q1 		– Sell
2019
Q4 		$503K Buy
2019
Q3 		$237K Sell
2019
Q2 		$498K Hold
2019
Q1 		$527K Sell
2018
Q4 		$737K Buy