BWM
XYZ

Braver Wealth Management’s Block, Inc. XYZ Stock Holding History

Braver Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		$232K Hold
17,000
– – 0.04% 142
2016
Q3 		$198K Buy
+17,000
New +$198K 0.03% 139