BHK 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
Sell
-1,016
Closed -$221K 67
2021
Q1
$221K Buy
+1,016
New +$221K 0.1% 62