Voisard Asset Management Group’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-6
Closed -$403 706
2024
Q3
$403 Buy
+6
New +$403 ﹤0.01% 638
2024
Q2
Sell
-30
Closed -$2.54K 426
2024
Q1
$2.54K Hold
30
﹤0.01% 296
2023
Q4
$2.32K Buy
+30
New +$2.32K ﹤0.01% 315