BA
XYZ

Ballew Advisors’s Block, Inc. XYZ Stock Holding History

Ballew 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
2018
Q4 		– Sell
-43
Closed -$3K – 458
2018
Q3 		$3K Sell
43
-200
-82% -$14K ﹤0.01% 390
2018
Q2 		$15K Hold
243
– – 0.02% 265
2018
Q1 		$12K Buy
+243
New +$12K 0.01% 289