UIA
XYZ

Ulland Investment Advisors’s Block, Inc. XYZ Stock Holding History

Ulland Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$170K Sell
2,508
-242
-9% -$16.4K 0.13% 69
2025
Q1 		$149K Buy
2,750
+615
+29% +$33.3K 0.12% 71
2024
Q4 		$181K Buy
2,135
+1,025
+92% +$86.9K 0.12% 60
2024
Q3 		$75K Buy
+1,110
New +$75K 0.05% 99