Genovese Burford & Brothers Wealth & Retirement Plan 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
$1.37M Buy
6,312
+300
+5% +$65.3K 0.34% 23
2020
Q3
$977K Buy
6,012
+2,564
+74% +$417K 0.28% 29
2020
Q2
$362K Buy
+3,448
New +$362K 0.11% 54