AIA
XYZ

Avalon Investment & Advisory’s Block, Inc. XYZ Stock Holding History

Avalon Investment & Advisory’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,200
Closed -$261K – 372
2020
Q4 		$261K Sell
1,200
-86
-7% -$18.7K 0.01% 318
2020
Q3 		$209K Buy
+1,286
New +$209K ﹤0.01% 314