Brick & Kyle Associates’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,075
Closed -$19K 376
2017
Q1
$19K Hold
1,075
0.01% 288
2016
Q4
$15K Buy
1,075
+75
+8% +$1.05K 0.01% 317
2016
Q3
$12K Buy
+1,000
New +$12K 0.01% 339