GIM
XYZ

Grassi Investment Management’s Block Inc XYZ Stock Holding History

Grassi Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$463K Buy
2021
Q2 		$227K Hold
2021
Q1 		$211K Hold
2020
Q4 		$203K Buy
2020
Q2 		– Sell
2020
Q1 		$2.36M Sell
2019
Q4 		$3.73M Sell
2019
Q3 		$8.24M Buy
2019
Q2 		$203K Buy