AIA
XYZ

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

Alera 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
2019
Q2 		– Sell
-176
Closed -$13K – 1054
2019
Q1 		$13K Buy
176
+88
+100% +$6.5K 0.01% 409
2018
Q4 		$5K Buy
+88
New +$5K ﹤0.01% 617