TI
XYZ

Truepoint Inc’s Block, Inc. XYZ Stock Holding History

Truepoint Inc’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,100
Closed -$280K – 174
2022
Q3 		$280K Hold
5,100
– – 0.01% 129
2022
Q2 		$313K Buy
+5,100
New +$313K 0.02% 128
2021
Q4 		– Sell
-3,100
Closed -$744K – 140
2021
Q3 		$744K Buy
+3,100
New +$744K 0.04% 67