Tortoise Investment Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56K Buy
+23
New +$1.56K ﹤0.01% 855
2023
Q2
Sell
-13
Closed -$892 798
2023
Q1
$892 Buy
+13
New +$892 ﹤0.01% 730