BAM
XYZ

Baldrige Asset Management’s Block, Inc. XYZ Stock Holding History

Baldrige Asset Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53
Closed -$9K – 345
2021
Q4 		$9K Sell
53
-37
-41% -$6.28K ﹤0.01% 276
2021
Q3 		$22K Hold
90
– – 0.01% 228
2021
Q2 		$22K Buy
+90
New +$22K 0.01% 231