Beirne Wealth Consulting Services’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,856
Closed -$301K 132
2019
Q3
$301K Buy
4,856
+1,102
+29% +$68.3K 0.25% 98
2019
Q2
$272K Buy
+3,754
New +$272K 0.24% 107