ARI
XYZ

Applied Research Investments’s Block, Inc. XYZ Stock Holding History

Applied Research Investments’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,691
Closed -$2.37M – 46
2021
Q4 		$2.37M Buy
14,691
+1,082
+8% +$175K 0.78% 39
2021
Q3 		$3.26M Sell
13,609
-548
-4% -$131K 1.09% 33
2021
Q2 		$3.45M Buy
+14,157
New +$3.45M 1.23% 29