Dixon Hubard Feinour & Brown’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$215K Buy
2021
Q4
$248K Buy
2021
Q3
$339K Buy
2021
Q2
$305K Hold
2021
Q1
$284K Buy