CFO
XYZ

Collective Family Office’s Block, Inc. XYZ Stock Holding History

Collective Family Office’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-949
Closed -$228K – 189
2021
Q3 		$228K Hold
949
– – 0.1% 160
2021
Q2 		$231K Buy
949
+1
+0.1% +$243 0.1% 162
2021
Q1 		$215K Buy
+948
New +$215K 0.1% 160