Brown, Lisle/Cummings’s Block Inc XYZ Stock Holding History

Brown, Lisle/Cummings’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.6K	Hold
2025 Q2	$11.8K	Hold
2025 Q1	$9.45K	Buy
2024 Q4	$14.4K	Sell
2024 Q3	$14.1K	Buy
2024 Q2	$9.67K	Buy