AGWCA
XYZ

Annis Gardner Whiting Capital Advisors’s Block, Inc. XYZ Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q3 		– Sell
-227
Closed -$14.6K – 965
2024
Q2 		$14.6K Sell
227
-10
-4% -$645 ﹤0.01% 629
2024
Q1 		$20K Buy
+237
New +$20K 0.01% 550