BWFA
XYZ

Baltimore-Washington Financial Advisors’s Block, Inc. XYZ Stock Holding History

Baltimore-Washington Financial 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
2022
Q1 		– Sell
-2,222
Closed -$358K – 166
2021
Q4 		$358K Buy
2,222
+840
+61% +$135K 0.03% 104
2021
Q3 		$331K Buy
+1,382
New +$331K 0.03% 104