DIA
XYZ

Denver Investment Advisors’s Block, Inc. XYZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-32,705
Closed -$565K 481
2017
Q1
$565K Buy
32,705
+14,110
+76% +$244K 0.03% 311
2016
Q4
$253K Buy
+18,595
New +$253K 0.01% 424