SGI
XYZ

Summit Global Investments’s Block, Inc. XYZ Stock Holding History

Summit Global Investments’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,266
Closed -$322K – 615
2023
Q3 		$322K Buy
+7,266
New +$322K 0.02% 415