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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-39,711
Closed -$5.38M 204
2022
Q1
$5.38M Buy
39,711
+897
+2% +$122K 0.81% 43
2021
Q4
$6.27M Buy
+38,814
New +$6.27M 0.82% 44