BOM
XYZ

Bank of Marin’s Block, Inc. XYZ Stock Holding History

Bank of Marin’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
Q3 		– Sell
-4,587
Closed -$282K – 119
2022
Q2 		$282K Buy
4,587
+468
+11% +$28.8K 0.25% 102
2022
Q1 		$559K Buy
4,119
+1,562
+61% +$212K 0.41% 75
2021
Q4 		$413K Buy
+2,557
New +$413K 0.28% 104