Boston Trust Walden’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,200
Closed -$288K 400
2021
Q3
$288K Hold
1,200
﹤0.01% 353
2021
Q2
$293K Hold
1,200
﹤0.01% 356
2021
Q1
$272K Hold
1,200
﹤0.01% 349
2020
Q4
$261K Buy
+1,200
New +$261K ﹤0.01% 356