TA
XYZ

Trivest Advisors’s Block Inc XYZ Stock Holding History

Trivest Advisors’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
2024
Q2 		– Sell
2024
Q1 		$167M Sell
2023
Q4 		$157M Buy
2023
Q3 		– Sell
2023
Q2 		$74.6M Buy
2021
Q3 		– Sell
2021
Q2 		$54.9M Buy
2021
Q1 		$454K Sell
2020
Q4 		$544K Buy