BAM
XYZ

Bruderman Asset Management’s Block, Inc. XYZ Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-1,112
Closed -$83K – 593
2019
Q1 		$83K Hold
1,112
– – 0.02% 216
2018
Q4 		$62K Buy
+1,112
New +$62K 0.02% 218