CAM
XYZ

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

Concorde 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
Q4 		– Sell
-14,918
Closed -$924K – 161
2019
Q3 		$924K Buy
14,918
+944
+7% +$58.5K 0.71% 37
2019
Q2 		$1.01M Buy
13,974
+818
+6% +$59.4K 0.59% 47
2019
Q1 		$986K Sell
13,156
-1,407
-10% -$105K 0.64% 45
2018
Q4 		$817K Buy
+14,563
New +$817K 0.69% 42