Bridges Investment Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,907
Closed -$304K 397
2019
Q3
$304K Buy
4,907
+1,370
+39% +$84.9K 0.01% 362
2019
Q2
$256K Buy
+3,537
New +$256K 0.01% 393