SFO
XYZ

Standard Family Office’s Block Inc XYZ Stock Holding History

Standard Family Office’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
2022
Q4 		– Sell
-31
Closed -$2K – 470
2022
Q3 		$2K Buy
+31
New +$2.19K ﹤0.01% 428
2021
Q3 		– Sell
-5,766
Closed -$1.41M – 542
2021
Q2 		$1.41M Sell
5,766
-521
-8% -$121K 0.29% 27
2021
Q1 		$1.43M Hold
6,287
– – 0.34% 21
2020
Q4 		$1.37M Buy
+6,287
New +$1.23M 0.33% 21

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