TRAM
XYZ
Tuscan Ridge Asset Management’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.99M | Sell |
31,750
-14,100
| -31% | -$882K | 0.2% | 17 |
|
|
2019
Q3 | $2.84M | Buy |
+45,850
| New | +$2.84M | 0.16% | 21 |
|
|
2019
Q2 | – | Sell |
-18,892
| Closed | -$1.42M | – | 398 |
|
|
2019
Q1 | $1.42M | Sell |
18,892
-29,357
| -61% | -$2.2M | 0.1% | 28 |
|
|
2018
Q4 | $2.71M | Buy |
+48,249
| New | +$2.71M | 0.27% | 8 |
|