Tidemark’s Block Inc XYZ Stock Holding History

Tidemark’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
2025 Q3	$19.9K	Hold
2025 Q2	$18.7K	Sell
2025 Q1	$20.4K	Hold
2024 Q4	$32K	Hold
2024 Q3	$25.2K	Hold
2024 Q2	$24.2K	Hold
2024 Q1	$31.8K	Sell
2023 Q4	$32.3K	Buy