Gamble Jones Investment Counsel’s Block, Inc. XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,723
Closed -$375K 217
2020
Q4
$375K Buy
1,723
+43
+3% +$9.36K 0.03% 171
2020
Q3
$273K Buy
+1,680
New +$273K 0.02% 182