Fulcrum Equity Management’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,313
Closed -$213K 179
2020
Q3
$213K Buy
+1,313
New +$213K 0.1% 140