B. Riley Financial’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-4,740
Closed -$307K 308
2018
Q2
$307K Sell
4,740
-310
-6% -$20.1K 0.08% 222
2018
Q1
$248K Buy
+5,050
New +$248K 0.07% 236