Bel Air Investment Advisors’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$808K Buy
3,313
+540
+19% +$132K 0.02% 196
2021
Q1
$630K Buy
+2,773
New +$630K 0.02% 241