WAM
XYZ

Werlinich Asset Management’s Block Inc XYZ Stock Holding History

Werlinich Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$308K Sell
2022
Q3 		$293K Hold
2022
Q2 		$327K Sell
2022
Q1 		$845K Sell
2021
Q4 		$1.03M Hold
2021
Q3 		$1.52M Sell
2021
Q2 		$1.56M Sell
2021
Q1 		$1.53M Buy