CCFM
XYZ

Clear Creek Financial Management’s Block, Inc. XYZ Stock Holding History

Clear Creek Financial 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
2022
Q2 		– Sell
-2,609
Closed -$354K – 386
2022
Q1 		$354K Buy
2,609
+129
+5% +$17.5K 0.06% 226
2021
Q4 		$401K Buy
2,480
+1,248
+101% +$202K 0.06% 210
2021
Q3 		$295K Sell
1,232
-55
-4% -$13.2K 0.05% 243
2021
Q2 		$314K Buy
+1,287
New +$314K 0.05% 226