SAI
XYZ
Systematic Alpha Investments’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$77.4K | – | 285 |
|
|
2023
Q4 | $77.4K | Hold |
1,000
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $44.3K | Hold |
1,000
| – | – | ﹤0.01% | 277 |
|
|
2023
Q2 | $66.6K | Hold |
1,000
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $68.7K | Buy |
+1,000
| New | +$68.7K | ﹤0.01% | 259 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$255K | – | 487 |
|
|
2021
Q3 | $255K | Hold |
1,000
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $273K | Hold |
1,000
| – | – | 0.01% | 173 |
|
|
2021
Q1 | $227K | Buy |
+1,000
| New | +$227K | 0.01% | 132 |
|