CA
XYZ

Claris Advisors’s Block, Inc. XYZ Stock Holding History

Claris Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$671 – 1220
2024
Q3 		$671 Buy
+10
New +$671 ﹤0.01% 541