Trellus Management Company’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$443K Hold
2023
Q2
$666K Hold
2023
Q1
$687K Buy
2022
Q4
$314K Buy
2021
Q4
Sell
2021
Q3
$720K Buy
2018
Q2
Sell
2018
Q1
$290K Buy