UAS
XYZ

United Asset Strategies’s Block, Inc. XYZ Stock Holding History

United Asset Strategies’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 		– Sell
-13,462
Closed -$731K – 254
2025
Q1 		$731K Buy
+13,462
New +$731K 0.07% 168
2018
Q4 		– Sell
-40,195
Closed -$3.98M – 217
2018
Q3 		$3.98M Sell
40,195
-375
-0.9% -$37.1K 0.94% 38
2018
Q2 		$2.5M Buy
+40,570
New +$2.5M 0.66% 51